Sector Construction Materials - Latest news, views and updates

Construction Materials

SECTOR | 06 Apr 2026, 12:00AM

Q4FY26 Earnings Preview - Cement

Construction Materials

Axis Direct

Our Top Positive Result Plays: UltraTech Cement and Dalmia Bharat Ltd

Axis Direct released a Sector Update report for Construction Materials on 23 Mar, 2026.

Construction Materials

SECTOR | 23 Mar 2026

India Cement Sector Update: Margin Pressure Meet Structural Demand

Construction Materials

Axis Direct

India Cement Sector Update: Margin Pressure Meet Structural Demand

Axis Direct released a Sector Update report for Construction Materials on 23 Mar, 2026.

Construction Materials

SECTOR | 13 Mar 2026

BP Equities Cement Monthly Update February 2026

Construction Materials

BP Wealth

Axis Direct released a Sector Update report for Construction Materials on 23 Mar, 2026.

Construction Materials

SECTOR | 05 Mar 2026

Building Materials Sector Update Ceramic Tiles Geopolitical headwinds, export-driven tailwinds

Construction Materials

Prabhudas Lilladhar

significant share of exports, is witnessing heightened operational stress. In Q3FY26, Gujarat Gas volumes in Morbi declined sharply by ~50% YoY to ~1.7 mmscmd (vs. 3.4 mmscmd YoY and 2.1 mmscmd QoQ), signaling a meaningful slowdown in production activity. Additionally, lower propane prices (Rs 3/SCM...

Axis Direct released a Sector Update report for Construction Materials on 23 Mar, 2026.

Construction Materials

SECTOR | 03 Mar 2026

Cement Monthly Update Healthy demand, Pricing to follow

Construction Materials

Prabhudas Lilladhar

Dealers expect prices to improve meaningfully from April onwards, as yearend volume push eases, while demand is expected to remain healthy. We interacted with cement dealers across regions in India to assess demand and pricing trends in Feb'26. Our discussions indicate that demand remained healthy across most markets, with steady offtake supported by infrastructure activities and seasonal construction momentum, though some regions witnessed temporary slowdown due to Holi and year-end adjustments. Pricing trends were mixed MoM, as aggressive volume push ahead of March closing led to price corrections in select North and South markets, while East and West...

Axis Direct released a Sector Update report for Construction Materials on 23 Mar, 2026.

Construction Materials

SECTOR | 25 Feb 2026

Manthan Building Materials Plastic Pipe Sector Rising PVC prices, drive realisations & market share gains

Construction Materials

Prabhudas Lilladhar

In the international market, PVC resin prices have risen to USD 740/MT from USD 620/MT between 9 th Jan-26 and 20th Feb-26 (+19.4%), following China's announcement on VAT rebate removal and the closure of select global suspension PVC resin plants (including Westlake's Aberdeen PVC facility and one plant of Shin-Etsu). On a back-of-the-envelope calculation, current global PVC prices along with INR depreciation imply domestic PVC resin prices of ~Rs 81/kg based on historical trends, suggesting a further potential increase of ~Rs 3/kg. The Chinese policy announcement has already constrained PVC resin availability in the domestic market, leading to higher prices. This has impacted smaller and regional players in terms of resin procurement and volumes, ultimately benefiting organized players such as Astral and Supreme Industries through potential market share gains....

Axis Direct released a Sector Update report for Construction Materials on 23 Mar, 2026.

Construction Materials

SECTOR | 12 Feb 2026

BP Equities Cement Monthly Update January 2026

Construction Materials

BP Wealth

Axis Direct released a Sector Update report for Construction Materials on 23 Mar, 2026.

Construction Materials

SECTOR | 05 Feb 2026

Cement Monthly Update Demand recovery with selective price uptick

Construction Materials

Prabhudas Lilladhar

Dealers expect prices to further improve in February as demand strengthens on the back of Government spending. We interacted with cement dealers across regions in India to assess the demand and pricing trends in Jan'26. Our discussions indicate that demand showed a gradual improvement across select markets, supported by easing...

Axis Direct released a Sector Update report for Construction Materials on 23 Mar, 2026.

Construction Materials

SECTOR | 05 Jan 2026

Q3FY26 Earnings Preview - CEMENT

Construction Materials

Axis Direct

Q3FY26 Earnings Preview - CEMENT

Axis Direct released a Sector Update report for Construction Materials on 23 Mar, 2026.

Construction Materials

SECTOR | 01 Jan 2026

Executive Summary

Construction Materials

Deven Choksey

The cement sector in India experienced subdued demand during Q3FY26, particularly in October and November 2025, following a moderate growth in the previous quarter.

Axis Direct released a Sector Update report for Construction Materials on 23 Mar, 2026.