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Paving the Way for a Carbon-Negative Cement Industry

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Sanjay Wali, National Sales, Marketing & Logistics Head, Dalmia Cement (Bharat) Ltd, discusses the in-roads the company has made in making production processes more sustainable and in making cement a greener product.

For 80 years, we followed a growth path that mirrored India’s promise and growth opportunities. Our philosophy of ‘Clean and Green is Profitable and Sustainable’ has helped us deliver on the expectations of our stakeholders, create sustained value for the larger ecosystem and show the way for responsible growth to others. Our focused product strategy has been a critical factor propelling us to the leadership position in the manufacturing of green cement.
We are the only cement manufacturer part of the UN Leadership Group on heavy industry net-zero transition. Moreover, we have been ranked #1 in the global cement sector on business readiness for low carbon economy transition by CDP in 2018. As we learn new methods to enhance sustainability, we are confident that our journey to decarbonise our business will pave the way for a carbon negative reality and at the same time inspire others to adopt the same path.

Leading the sector’s green movement
Sustainability led growth has always been our top priority. We are committed to becoming carbon negative by 2040, and for this very purpose, we created a roadmap to bring down our carbon footprint. Our carbon footprint at 492 kg CO2/ tonne of cement (specific net CO2) is one of the lowest group averages in the global cement sector. We installed 9.90 MW of solar and 21.70 MW of Waste Heat Recovery based power generation systems and plan to significantly increase solar and Waste Heat Recovery power generation to run our operations with more fossil-free electricity by the end of FY23. Through our continuous efforts and by proposing to use 100 per cent renewable energy by FY30, we are well on our way to leading the green movement within the sectors we operate in.

Responsible production and consumption
We understand that with leadership, comes responsibility. Therefore, as a leading proponent of ‘Green Cement’, we consume the waste produced by other industries and ensure that the waste produced at our facilities, both hazardous and non-hazardous is disposed-off as per legal requirements and in a responsible manner. In FY21 we utilised 7.83 million tonnes of alternative cementitious material and 0.2 MnT alternative fuels, which includes industrial wastes, for the pyro process. Both these waste categories were sourced from other companies. In comparison to this, the waste generated and disposed of by us stands at a mere 10,245 tonnes.
Our environment discipline is encapsulated in the principle of ‘Producing maximum cement with minimum resources. In FY21, we made a bold commitment to become a 100 per cent blended cement company over the next five years. Currently, our facilities in Eastern India are dedicated to producing 100 per cent blended cement and we now aim to maximise blended cement production across all our operations.

Energy efficiency and energy productivity
Cement production is an energy-intensive process, therefore, responsible use of energy is key to reducing environmental impact. We invest in low carbon technologies to reduce dependency on fossil fuels and better manage energy usage across the production value chain. Our newly commissioned plants are constantly setting industry benchmarks in the adoption and use of energy efficiency measures and our growing network of captive power plants allows us to wheel surplus power across our facilities in different parts of the country to optimise costs further.

Developing greener solutions for a better tomorrow
We are steadfast about our products causing minimal harm to the environment while delivering the highest quality. Our low porosity of Dalmia Infragreen enhances the durability of the product. It does not require any other chemical admixtures and delivers high strength, durable and waterproof concrete. It uses lesser heat in hydration than OPC large and mass concreting and can control thermal linked cracks of large sections better. Dalmia Infragreen has superior water ingress resistance and provides long-term durability against atmospheric carbonation, harmful chlorides and sulphates from groundwater usage. Our product can get runways, highway stretches and metro sections operational in three days, whether used for building, maintenance or repair.

Encouraging stakeholder partnership towards a net-zero pathway
We recognise the importance of reducing carbon emission causing global warming and are committed to climate protection to become a carbon negative cement group by 2040. We are one of the first few cement companies to commit to the Mission Possible Partnership setting science-based targets, and join the First Mover’s Coalition as founding members. Our defined ambition is to become carbon negative by 2040, beyond net-zero and well before the cement sector roadmap’s 2050 targets. We are proud to declare that as of FY21, we are already well below the current global Net Zero pathway target for the cement sector.
To foster greater adoption of this environmentally friendly building material, we have undertaken stewardship to create awareness of the product across our customers, institutional or individual. We encourage the use of blended cement and contribute to protecting our planet. Our dealers and distributors are the critical last-mile link to encourage customers to buy green cement for their building needs. Together, we will propagate the consumption of sustainable products such as our green product line to advance a negative carbon reality. Our efforts have already borne fruit as we recently became the first cement company in India to receive a green accreditation from the Green product rating for Integrated Habitat Assessment (GRIHA) council, and we were also awarded the prestigious GreenPro Ecolabelling Certificate by the Indian Green Building Council (IGBC), a part of the Confederation of Indian Industries (CII). We will continue to drive awareness and understanding of the benefits of green cement across our distribution chain.

We are committed to becoming carbon negative by 2040, and for this very purpose, we created a roadmap to bring down our carbon footprint. Our carbon footprint at 492 kg CO2/ tonne of cement (specific net CO2) is one of the lowest group averages in the global cement sector.

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Concrete

Jefferies’ Optimism Fuels Cement Stock Rally

The industry is aiming price hikes of Rs 10-15 per bag in December.

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Cement stocks surged over 5% on Monday, driven by Jefferies’ positive outlook on demand recovery, supported by increased government capital expenditure and favourable price trends.

JK Cement led the rally with a 5.3% jump, while UltraTech Cement rose 3.82%, making it the top performer on the Nifty 50. Dalmia Bharat and Grasim Industries gained over 3% each, with Shree Cement and Ambuja Cement adding 2.77% and 1.32%, respectively.

“Cement stocks have been consolidating without significant upward movement for over a year,” noted Vikas Jain, head of research at Reliance Securities. “The Jefferies report with positive price feedback prompted a revaluation of these stocks today.”

According to Jefferies, cement prices were stable in November, with earlier declines bottoming out. The industry is now targeting price hikes of Rs 10-15 per bag in December.

The brokerage highlighted moderate demand growth in October and November, with recovery expected to strengthen in the fourth quarter, supported by a revival in government infrastructure spending.
Analysts are optimistic about a stronger recovery in the latter half of FY25, driven by anticipated increases in government investments in infrastructure projects.
(ET)

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Steel Ministry Proposes 25% Safeguard Duty on Steel Imports

The duty aims to counter the impact of rising low-cost steel imports.

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The Ministry of Steel has proposed a 25% safeguard duty on certain steel imports to address concerns raised by domestic producers. The proposal emerged during a meeting between Union Steel Minister H.D. Kumaraswamy and Commerce and Industry Minister Piyush Goyal in New Delhi, attended by senior officials and executives from leading steel companies like SAIL, Tata Steel, JSW Steel, and AMNS India.

Following the meeting, Goyal highlighted on X the importance of steel and metallurgical coke industries in India’s development, emphasising discussions on boosting production, improving quality, and enhancing global competitiveness. Kumaraswamy echoed the sentiment, pledging collaboration between ministries to create a business-friendly environment for domestic steelmakers.

The safeguard duty proposal aims to counter the impact of rising low-cost steel imports, particularly from free trade agreement (FTA) nations. Steel Secretary Sandeep Poundrik noted that 62% of steel imports currently enter at zero duty under FTAs, with imports rising to 5.51 million tonnes (MT) during April-September 2024-25, compared to 3.66 MT in the same period last year. Imports from China surged significantly, reaching 1.85 MT, up from 1.02 MT a year ago.

Industry experts, including think tank GTRI, have raised concerns about FTAs, highlighting cases where foreign producers partner with Indian firms to re-import steel at concessional rates. GTRI founder Ajay Srivastava also pointed to challenges like port delays and regulatory hurdles, which strain over 10,000 steel user units in India.

The government’s proposal reflects its commitment to supporting the domestic steel industry while addressing trade imbalances and promoting a self-reliant manufacturing sector.

(ET)

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India Imposes Anti-Dumping Duty on Solar Panel Aluminium Frames

Move boosts domestic aluminium industry, curbs low-cost imports

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The Indian government has introduced anti-dumping duties on anodized aluminium frames for solar panels and modules imported from China, a move hailed by the Aluminium Association of India (AAI) as a significant step toward fostering a self-reliant aluminium sector.

The duties, effective for five years, aim to counter the influx of low-cost imports that have hindered domestic manufacturing. According to the Ministry of Finance, Chinese dumping has limited India’s ability to develop local production capabilities.

Ahead of Budget 2025, the aluminium industry has urged the government to introduce stronger trade protections. Key demands include raising import duties on primary and downstream aluminium products from 7.5% to 10% and imposing a uniform 7.5% duty on aluminium scrap to curb the influx of low-quality imports.

India’s heavy reliance on aluminium imports, which now account for 54% of the country’s demand, has resulted in an annual foreign exchange outflow of Rupees 562.91 billion. Scrap imports, doubling over the last decade, have surged to 1,825 KT in FY25, primarily sourced from China, the Middle East, the US, and the UK.

The AAI noted that while advanced economies like the US and China impose strict tariffs and restrictions to protect their aluminium industries, India has become the largest importer of aluminium scrap globally. This trend undermines local producers, who are urging robust measures to enhance the domestic aluminium ecosystem.

With India’s aluminium demand projected to reach 10 million tonnes by 2030, industry leaders emphasize the need for stronger policies to support local production and drive investments in capacity expansion. The anti-dumping duties on solar panel components, they say, are a vital first step in building a sustainable and competitive aluminium sector.

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