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Cement firms on road to recovery
Financial Express Lucknow
|March 26, 2025
On Solid Footing
CEMENT MANUFACTURERS ARE set to enter an earnings upcycle in FY26, with analysts forecasting a revival in demand and improved margins driven by structural cost reductions.
According to a report by UBS, key concerns such as weak demand, pricing pressures, and competition from Adani Group have already played out, setting the stage for a recovery.
According to analysts at the brokerage, a combination of factors, including a housing upcycle, increased government capex, and sector consolidation led by UltraTech and Ambuja, will contribute to stronger earnings for cement manufacturers.
This story is from the March 26, 2025 edition of Financial Express Lucknow.
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