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KRChoksey Research Report
The cement companies have been adding to their capacity to meet the demand being witnessed in the end user industries. The companies under our coverage have also been committed to increasing their capacity which will help them meet the demand and compete with other players.
We expect the cement companies to remain resilient during the quarter, despite the confluence of negative factors such as seasonality, sand availability issue, and rising input cost, weighing on the sector.
The capacity expansion have been across the geographies, and the revival in demand in sectors like real estate and infrastructure will help to boost the capacity utilisations and improve the realisations of the companies going forward.
With the onset of the busy construction period (December-March), we expect demand to recover further going ahead in the coming quarters.
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