The cement sector's performance in H1 FY25 was characterized by muted volume growth across the board, compounded by a consistent erosion in pricing power.
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DRChoksey Report
We maintain a positive outlook on the cement sector, driven by expectations of demand recovery from increased infrastructure activity, supported by government initiatives and cost optimization measures. Rising demand from urbanization and infrastructure investments is expected to create a favorable market environment over the medium to long term.
However, we do not foresee any significant increase in cement prices in the near term, as pricing dynamics are likely to remain stable.
We have identified ACC and Shree Cement as our top picks, poised to outperform the sector, with performance primarily driven by volume growth.
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