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Informist, Friday, Jan. 2, 2026

MUMBAI – Cement stocks are expected to rise next week buoyed by expectation of a hike in prices in January. While an uptick in cement prices is expected across regions, Informist on Friday, exclusively reported that cement prices are expected to rise in markets across south India Monday onwards as manufacturers gear up to recover part of their increased costs and cash in on the rising demand. 

Southern states--Andhra Pradesh, Telangana, Tamil Nadu, and Karnataka--are expected to see a price hike of INR 20 to INR 30 per 50 kilogram bag, a senior official at a Hyderabad-based cement manufacturing company said on the condition of anonymity, adding that prices are seen stable in the northern and eastern regions. 

"After GST rate cut adjustments, cement companies tried but failed to increase prices. Now, demand is improving and companies want to go for a hike, which may be implemented in full from Monday," and industry official said. Cement companies such as UltraTech Cement Ltd., Shree Cements Ltd., India Cements Ltd., ACC Ltd., Ramco Cements Ltd., JK Lakshmi Cements Ltd., Sagar Cements Ltd., NCL Industries Ltd., Orient Cement Ltd., and other privately held companies operating in south India have decided to go ahead with a price hike, dealers said.

Some market participants expect cement prices in the northern and eastern region to see higher inflationary pressure than the southern region. "Any price hike at this point, when the cement companies are facing pricing pressure due to the recent goods and services tax cut, will be beneficial for the cement companies," an analyst at a domestic brokerage said. The analyst said that the volume growth in the cement sector is seen at 6-7% in the long term due to surging demand. 

For the week ended Friday, shares of UltraTech fell nearly 1% at INR 11,899. ACC ended 0.8% higher at INR 1,748.80 and the stock was up for four consecutive days towards the end of the week. NCL Industries was among the top gainers in the pack during the week and rose 5.5%, closing at INR 207.50. Shree Cement ended the week 2.4% higher at INR 27,045 on the National Stock Exchange. 

TOP HEADLINES

* Cement cos to up prices INR 20-INR 30 per 50 kg bag in south India mkts Mon
* ACC gets 2 tax demand orders to pay INR 2.04 billion
* Grasim Industries to consolidate renewable ops into Aditya Birla Renewables
* GST body revises tax demand, penalty orders for UltraTech Cement

Following are the resistance and support levels for key cement stocks for next week as per calculations based on their prices on the National Stock Exchange:

End

Reported by P. Madhu Kumar

Edited by Akul Nishant Akhoury

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