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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.
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