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GMDC clears Limestone linkage for cement plants

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Gujarat Mineral Development Corporation (GMDC) has cleared the decks for limestone supply to some of the cement projects signed during the Vibrant Gujarat Summit. cGroup’s Reliance Cementation, ACC and Adani are likely to sign long term supply agreements with GMDC. GMDC has allocated 2.5 million tonnes of limestone reserves for each at Kutch. Anil Ambani group led Reliance Cementation has signed memorandum of understanding (MoU) with the Gujarat government to set up 5 million tonnes per annum (mtpa) plants each at Kutch, Junagadh and Porbandar. The investment on the 5 mtpa cement plant would be close to Rs 2,500 crore. Reliance said that it could start work soon after the supply contract is signed and in that case, for setting up a 2.5 mtpa capacity, the initial investment would be around Rs 1,200 crore. GMDC is likely to pick up a 26 per cent equity stake in each of these projects. GMDC holds the exclusive rights to mine all key minerals including lignite, bauxite, limestone and manganese in the state. Adani Enterprises has signed MoU with the state government for setting up a Rs 1,850 crore cement manufacturing unit at Kutch during the 2009 Vibrant Gujarat Summit.

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Concrete

Cement industry to gain from new infrastructure spending

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As per a news report, Karan Adani, ACC Chair, has said that he expects the cement industry to benefit from the an anticipated US$2.2tn in new public infrastructure spending between 2025 and 2030. In a statement he said that ACC has crossed the 100Mt/yr cement capacity milestone in April 2025, propelling the company to get closer to its ambitious 140Mt/yr target by the 2028 financial year. The company’s capacity corresponds to 15 per cent of an all-India installed capacity of 686Mt/yr.

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AI boom drives demand, says ACA

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The American Cement Association projects a nearly 1Mt annual increase in US cement demand over the next three years, driven by the surge in AI data centres. Consumption by data centres is expected to grow from 247,000 tonnes in 2025 to 860,000 tonnes by 2027. With over 5,400 AI data centres currently operating and numbers forecast to exceed 6,000 by 2027, the association cautions that regulatory hurdles and labour shortages may impact the industry’s ability to meet demand.

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GoldCrest Cement to build plant in India

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GoldCrest Cement will build a greenfield integrated plant with a 3.5Mt/yr clinker capacity and 4.5Mt/yr cement capacity. GoldCrest Cement appointed Humboldt Wedag India as engineering, procurement and construction contractor in March 2025 and targets completion by March 2027. It has signed a 40-year supply agreement with Gujarat Mineral Development Corporation for 150Mt of limestone from its upcoming Lakhpat Punrajpur mine in Gujarat.

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