Best cement stocks 2025: Demand revival, pricing trends and growth prospects
Subscribe to enjoy similar stories. The Indian cement sector is navigating a transformative period in 2025, characterized by structural cost improvements, price stabilization, and strategic consolidation. We remain optimistic about the industry and project a robust recovery in demand and profitability going ahead.
In this article, we shall discuss the following stocks: One should consider going long at current levels or on dips near ₹4,800 with a stop below ₹4,750 for a rise towards ₹5,500 in the next three months. The trends suggest we should consider some upside towards ₹985 and ₹1,030 in the next three months as long as ₹850 level holds on the downside. The charts clearly spell out a strong target zone in the region of ₹1,950-2,025 in the next three months until ₹1,770 is not sacrificed on the way down.
These candidates have been considered based on a mix of parameters that address the cement industry. Let us look at the sector dynamics and challenges that lie ahead for the industry. Also Read: Is the cement sector consolidation at its fag end? In recent years, the cement industry has undergone significant consolidation.
As of fiscal year 2024, 51 million tonnes (MT) of capacity had already changed ownership, with an additional 14 MT in buyouts announced. This phase of consolidation, accounting for approximately 11% of the total installed capacity, marks the highest activity within a two-year period. Companies like UltraTech Cement and Ambuja Cement have led this wave, enhancing their market reach and operational efficiencies.
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