Ambuja Cements of Adani portfolio selected for first Indo-Swedish CCU Pilot in global cement sector
Ahmedabad: Ambuja Cements, part of the Adani Portfolio has been selected for the first Indo-Swedish Carbon Capture and Utilisation (CCU) pilot in the global cement sector.

Cement makers' margins to rise 250 bps this fiscal on higher realisation, steady costs: Crisil
Mumbai: Cement manufacturers are expected to see a significant improvement in profitability this fiscal, with operating margins set to rise by 250-300 basis points (bps) owing to better realisations supported by premiumisation and stable input costs, according to Crisil Intelligence.

Cement demand to surge 8–9% in H2 FY26; Margins to expand on GST cut, premiumisation: Crisil
Indian cement industry’s volume is likely to grow by 8-9 per cent in the second half of FY26, led by pent-up demand and better liquidity, a Crisil Intelligence report said 

Leading Indian companies collaborate with Sweden's innovators to drive decarbonisation in steel, cement sectors

Why cement stocks are falling despite the GST cut to 18%
It’s an irony that just can’t be ignored – construction activity in most parts (barring the south which has winter rains) of the country has resumed and will gradually reach peak levels, following the end of the monsoon season. However, cement stocks on Dalal Street have shown a distinct weak trend since hitting a 52-week high in September, given the announcement of GST cuts on cement.

Kaushalya Logistics expands partnership with Shree Cement, opens 17th new depot in Haryana
 

JSW Cement plans to invest ₹11,000 crore to double capacity to 41 mt in 3 years
Hyderabad: JSW Cement, a JSW Group company, will invest ₹11,000 crore over the next three years to double the production capacity to 41 million tonnes from the current level of 20 mt. “At the time of our IPO, our capacity was 20 million tonnes. We added one million tonnes in Odisha since then. Our major expansion in Rajasthan is underway and will be ready by the end of January 2026. By this fiscal year-end, we will be a 25-million-tonne company. We plan to reach 41 million tonnes by 2028, then 60 mt thereafter,” JSW Cement Managing Director Parth Jindal told businessline.

Kesoram Industries expected to witness ownership change as Frontier Warehousing proposes launching open offer
 

Birlas exit Kesoram Industries

8 ‘Buy’ recommendations by Jefferies in the cement sector with up to 56% upside
Cement prices have eased again in November but Jefferies says the market is reading this softness too narrowly. The brokerage has recommended Buy on 8 cement sector stocks. It pointed to more predictable fuel costs, signs of discount moderation in several regions, and a demand pickup expected in the fourth quarter of FY26 as the factors that could help the sector turn a corner.

Cement companies push for premium products, analysts predict price war in the segment
Cement makers such as Nuvoco Vistas Corp., Birla Corporation and JK Lakshmi Cement are increasing their focus on premium products to lift margins as an alternative to price hikes in a push that analysts said would work for now but not in the long term as competition creeps into the premium segment.

Shri Keshav Cements & Infra completes expansion plan; capacity reaches 1 million TPA
 

Dalmia Cement gets tax relief as authorities drop ₹266 crore demand

Tamil Nadu Tax authorities drop Rs 266.3-cr demand notice from Dalmia Cement (Bharat)
In a relief to Dalmia Cement (Bharat) Ltd, a wholly-owned subsidiary of Dalmia Bharat, the Tamil Nadu-based tax authority has dropped the demand of tax and penalties totalling Rs 266.3 crore from the company.

Near-term margins for cement companies to remain under pressure
However, the second quarter of the financial year 2026 (Q2FY26) was good year-on-year (Y-o-Y) for many cement majors aided by base effect, and some analysts expect acceleration in earnings and volume in the next financial year, again aided by base effect.

Tamil Nadu tax authorities drop demand notice of ₹266.3 cr from Dalmia Cement (Bharat)
New Delhi: In a relief to Dalmia Cement (Bharat) Ltd, a wholly-owned subsidiary of Dalmia Bharat, the Tamil Nadu-based tax authority has dropped the demand of tax and penalties totalling ₹266.3 crore from the company.

Cement makers upbeat on Q2 sales growth, expect second half of FY26 to be better

Dalmia Cement (Bharat) receives ₹266.3-crore tax notices

Cement makers focus on volumes amid flat prices, rising competition
The Indian cement sector continues to grapple with muted price trends amid tepid demand. Following a goods and services tax (GST) rate cut in late September, the benefit was passed on to consumers, with the GST on cement reduced from 28% to 18%. As a result, prices eased in October, with weakness persisting through November. Cement demand in certain markets during Q3FY26 has been affected by a mix of factors, including elections in Bihar and the Vidarbha region, labour shortages, and construction slowdowns in Delhi due to pollution.

Cement prices to remain soft as rising supply, new capacities weigh on market: Axis Capital

New Delhi:  Cement prices are expected to remain under pressure in the coming months as rising supply and a surge in capacity additions intensify competition across regions, according to a recent report by Axis Capital.

Shree Cement's premiumisation drive not tied to targets, 80 MT capacity by FY'29 on track: Chairman

Why ACC shares are underperforming even after strong Q2 results
ACC Ltd’s stock has declined about 10% over the past year even as shares of many cement companies have gained. The Street is looking past the strong September quarter (Q2FY26) numbers and weighing the medium-term growth prospects, expected largely from how the Adani Group positions ACC.

JK Lakshmi Cement to invest Rs 1,816 cr to expand production capacity in Chhattisgarh

Nuvoco Vistas up more than 6% in early trade among top movers

BirlaNu announces new fibre cement board plant in Andhra Pradesh

Top cement companies post strong Q2 on better realisations, volumes
 

Cement sector set for 63% earnings surge in FY26 on low base, cost cuts: Report
New Delhi: India's cement industry is poised for sharp earnings rebound in the Financial Year 2026 (FY26), with sector-wide profit expected to grow over 63 per cent year-on-year, driven largely by a favourable low base and continued cost-reduction efforts across companies, according to a sectoral update by Dolat Capital.

Nuvoco Vistas acquires Vadraj Energy from JSW Cement & Alpha Alternatives
New Delhi: Nuvoco Vistas Corporation, the cement business of Nirma Group, on Tuesday announced the acquisition of Gujarat-based Vadraj Energy in a ₹200-crore deal from JSW Cement Ltd and Alpha Alternatives Holdings. It has "executed Securities Purchase Agreement for acquisition of 100 per cent of securities of Algebra Endeavour Private Ltd (the holding company of Vadraj Energy (Gujarat)," said Nuvoco Vistas, the country's fifth largest cement market in a regulatory update.

JSW Cement to sell 100% stake in Algebra Endeavour to Nuvoco Vistas for Rs 191 crore
JSW Cement has signed a Securities Purchase Agreement (SPA) with Nuvoco Vistas Corporation to sell its entire stake in Algebra Endeavour. The agreement, signed on Tuesday, November 17, also involves Alpha Alternatives Holdings, which is the second seller in the transaction.

Nuvoco Vistas to buy Vadraj Energy for Rs 200 crore to secure captive power