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Voting for Change

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Lok Sabha elections are done. The results are out. Those who have won are celebrating and those who have lost are recouping. But the political tug-of-war has just begun. We witnessed the immediate repercussions of the Lok Sabha election results with BSE Sensex ending 4,390 points down and Nifty plunging 5.93 per cent. Market volatility is synonymous with political turbulence. Dalmia Bharat, India Cements, Ramco Cements, HCC and Reliance Infrastructure were amongst the nearly 300 stocks that hit a 52-week low following the election results. In the wake of the election results, analysts and traders alike are keeping their eyes trained on the alliances and collaborations unfolding at the Centre, as these are likely to have a deep impact on the stock market.
Amidst all the volatility comes a positive forecast from the Investment Information and Credit Rating Agency (ICRA). In a report on the consolidation trend in the cement Sector, ICRA has highlighted how the market share of the top five cement companies increased from 45 per cent in 2015 to 54 per cent in 2023 and is anticipated to reach 55 per cent by 2025. This consolidation is driven by strong demand prospects, leading companies to expand through mergers and acquisitions.
Consolidation also facilitates synergies that enhance cost reduction and operational efficiency, while acquisitions grant access to additional capacities and resources, resulting in significant savings on capital expenditures. In terms of outlook for the cement sector, the revenue growth is projected at 9-10 per cent, with operating margins expected to improve by 80-100 basis points. While debt levels are expected to rise in FY25 due to capital expenditures, debt protection metrics are predicted to remain favourable.
This report throws an optimistic light on the cement industry. This sector’s resilience and strategic expansions suggest a stable outlook amid broader market uncertainties, making the India cement saga a story worth narrating to the world.

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.

Image source:https://cementplantsupplier.com/cement-manufacturing/emerging-trends-in-cement-manufacturing-technology/

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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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Concrete

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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