Cement prices are expected to see a revival in the fourth quarter of FY26, while the overall cement industry is likely to grow by 9-10 per cent in the current financial year, highlighted a report by Systematix Research.
The growth of the cement volume is expected to stay at 6-7 per cent during the Financial Year 2026, supported by a surge in demand from the housing and infrastructure sectors, said ICRA in a report.
The cement sector is expected to see a 6.5-7.5 per cent demand growth this fiscal driven by a 10 per cent rise in budgetary allocation for core infrastructure ministries and on expectation that an above-normal monsoon will boost agricultural profitability, in turn lifting rural housing deman
European defence orders could begin flowing as early as the first half of FY26, marking a major milestone for the sector. Given Europe's manufacturing constraints, Indian defence companies are well-positioned to capitalize on rising export opportunities.
This marks a slowdown following a compound annual growth rate of around 11 per cent between fiscals 2022 and 2024. Despite the tempered growth, the operating profitability of cement companies is anticipated to remain stable at Rs 975-1,000 per tonne, which is above the decadal average of Rs