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Cement Q2 Results Preview: Higher Prices To Boost Margins Projects Axis Securities; UltraTech Among Top Picks
The recent GST rate cut on cement is a structural positive for the sector, potentially reducing the tax burden by Rs 30–35/bag based on Q1 FY26 prices, adds the brokerage.
06 Oct 2025, 11:19 AM IST 
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While pricing may remain competitive due to heightened competition and incremental supply, cement manufacturers are likely to benefit from sustained volume growth. (Image: Freepik)
The Indian cement sector in FY26–FY27 will benefit from sustained infrastructure spending, healthy rural demand, lower tax rates, and a bullish capacity addition pipeline. Despite seasonal dips, the medium-term view points to stable pricing, resilient earnings, and robust investment opportunities for investors aligned with India’s growth vision.
