Sector Construction Materials - Latest news, views and updates

SECTOR | 08 Oct 2025

Cement Jul-Sep'25 Earnings Preview From pricing power to...

by Prabhudas Lilladhar

Prabhudas Lilladhar

Prabhudas Lilladhar released a Sector Update report for Construction Materials on 08 Oct, 2025.

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SECTOR | 06 Oct 2025

Building Materials Jul-Sep'25 Earnings Preview Extended monsoon to...

by Prabhudas Lilladhar

Prabhudas Lilladhar

Prabhudas Lilladhar released a Sector Update report for Construction Materials on 08 Oct, 2025.

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SECTOR | 06 Oct 2025

Q2FY26 Earnings Preview - CEMENT

by Axis Direct

Axis Direct

Our Top Positive Plays: UltraTech Cement; Dalmia Bharat; JK Cement; JK Lakshmi and Star Cement

Prabhudas Lilladhar released a Sector Update report for Construction Materials on 08 Oct, 2025.

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SECTOR | 30 Sep 2025

Cement Monthly Update GST benefits passed on; prices...

by Prabhudas Lilladhar

Prabhudas Lilladhar

Prabhudas Lilladhar released a Sector Update report for Construction Materials on 08 Oct, 2025.

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SECTOR | 02 Sep 2025

Cement Monthly Update Demand weakness weighs on prices

by Prabhudas Lilladhar

Prabhudas Lilladhar

Prabhudas Lilladhar released a Sector Update report for Construction Materials on 08 Oct, 2025.

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SECTOR | 18 Aug 2025

Building Materials Sector Update PVC Resins: DGTR Concludes...

by Prabhudas Lilladhar

Prabhudas Lilladhar

In May'25, PVC resin prices increased by Rs 1.5 per Kg in the domestic market, marking a reversal after consistent decline over the past five months and PVC resin prices increased by Rs 4.6 per Kg till Aug-25. However, in Q1FY26...

Prabhudas Lilladhar released a Sector Update report for Construction Materials on 08 Oct, 2025.

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SECTOR | 14 Aug 2025

Top Conviction Ideas - Cement

by Axis Direct

Axis Direct

Top Conviction Ideas - UltraTech Cement Ltd, Ambuja Cements Ltd, Dalmia Bharat Ltd, JK Lakshmi Cement

Prabhudas Lilladhar released a Sector Update report for Construction Materials on 08 Oct, 2025.

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SECTOR | 04 Aug 2025

Cement Monthly Update Prices holding ground despite tough...

by Prabhudas Lilladhar

Prabhudas Lilladhar

declines of Rs37/bag in the West and South, while the East saw a ~Rs10/bag increase. Prices in the North and Central regions remained flat. As a result, the all-India average price was flat MoM at ~Rs361/bag. Looking ahead, dealers expect limited pricing action until the monsoon recedes....

Prabhudas Lilladhar released a Sector Update report for Construction Materials on 08 Oct, 2025.

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SECTOR | 15 Jul 2025

Q1FY26E Cement Sector Earnings Preview

by Deven Choksey

Deven Choksey

In Q1FY26E, the Indian cement sector witnessed a strong sequential recovery in pricing, particularly in the southern and eastern markets, following an extended period of margin compression and weak realizations.

Prabhudas Lilladhar released a Sector Update report for Construction Materials on 08 Oct, 2025.

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