Cement stocks on strong feet in FY 26; GST Cut can benefit more

Cement stocks have launched the financial year 26 on strong steps, with many names increase impressive double-digit prices. The charge is the leading Nuwoko Vistas, which has increased 47%, followed by JK cement by 5%, and star cement is 34%. India Cements and Dalmia India are also rallying, raising the% 33% and 5%, respectively – which is the confidence of solid investors in this sector.

The current rally is being fueled by the growing optimism around the potential GST on cement, which can significantly accelerate the field fundamentals. 15 During his address of his Independence Day on August Gust, Prime Minister Narendra Modi indicated the “GST update of the next pay generation”, which was aimed at Diwali, which was intended to facilitate tax pressure. The long -awaited reduction in the GST rate on cement can serve as the main trigger for the industry from 28% to 18%.

So far, in view of the financial year 26 stock performance, large-cap cement stocks have shown relatively mute benefits-Altratek and Ambuja have risen 7%, Mr. Cement is flat, while ACC Limited is below 8%according to ACE equity data. “

GST rate cut can be sport-changer

The potential reduction in GST on cement can serve as a significant growth for the sector-the long-standing demand for 28% to 18%-industry. According to Jefferies, such steps have led to Rs 200-250 billion in revenue from the government.

Brokerage Pay FirM Motilal Oswal labeled the proposed cut “Key Sentiment Positive”, which is estimated to reduce cement prices by 7.5-8%. This will accelerate demand, improve the rate of use for cement companies and strengthen the profit margin. Motilal, especially UltraTech Cement and J.K. Cement was published as a potential top beneficiary due to their scale and operational efficiency.

For real estate developers, GST cut can bring direct cost directly. With 4-5% cement accounting of home prices in the top cities, developers can see 40-50 basis points margin expansion, making housing projects more economical.

Cement Sector June ’25 Quarter Results: Increase profits despite normal income growth

The June ’25 quarter proved profitable for many cement companies, with the benefit of earning growth growth income – which directs to improve margins, cost control and operational efficiency.

Stunning profit growth: Nuvoko Vistas Corporation stole the show with 4,589% Yoy jump in the stomach, which reached Rs 133 crore. Star cement records a 217% spike in profits, showing strong performance on the bottom lines.

Balens Performers: Ambuja Cements influenced 22.6% sales growth and solid 24% profit growth, showing healthy volume and pricing trends.

J.K. Cement maintained a strong form with 19.4% sales growth and 75% PT growth. UltraTech Cement, Leader of the Industry, 13% sales growth and PAT increased by 49% to Rs. He has the highest revenue with 2,225 crore.