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Buy ACC, Birla Corp, Dalmia Bharat, Recommends Yes Securities
Cement Stock to Buy, Sell ahead of Q1 Results Preview: Yes Securities recommends 'Buy' ACC, Dalmia Bharat, Sell UltraTech Cement - here's why
07 Jul 2025, 09:22 AM IST 
Typically, Q4 is a volume-driven quarter, while Q1 is price-driven for the cement industry.
(Representative image. Source: Envato)
On a standalone basis, ACC is expected to report better numbers led by its significant presence in key markets where prices were stronger in Q1 FY26 (East/South/North - 25%/24%/22%; price growth - 10%/13%/3%). On a consolidated basis, Birla Corp is expected to report a mixed set of numbers.
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