
Cement Demand Set to Rise Soon – Find Out Why!
Cement demand in India has shown mixed trends recently, with a notable increase in the South and Bihar, while other regions lagged behind. Analysts from Motilal Oswal expect a boost in demand starting mid-April 2025 due to more available labor and a surge in government infrastructure projects. April also saw price hikes in cement, with the South experiencing a Rs 40 increase per bag. This positive shift may help improve profit margins, although year-on-year earnings are still projected to be lower. Analysts recommend focusing on companies with strong growth potential, like Ultratech Cement and JK Cement.