Positive cement sector outlook on demand and capex growth
after close1 source ↓written by the desknot a recommendation
- in central government
- 25% decline
- YoY
- 15%
The cement sector is witnessing improved demand and prices, indicating a positive outlook. The FY27 budget's higher capital expenditure is expected to further boost demand, despite a 25% decline in central government capex in January 2026. State government capex, however, grew by 15% YoY, supporting the sector's momentum.
Not investment advice. For informational purposes only.