Sector Construction Materials - Latest news, views and updates

SECTOR | 18 Aug 2025

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

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 18 Aug, 2025.

Construction Materials

SECTOR | 14 Aug 2025

Top Conviction Ideas - Cement

Construction Materials

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 18 Aug, 2025.

Construction Materials

SECTOR | 04 Aug 2025

Cement Monthly Update Prices holding ground despite tough...

Construction Materials

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 18 Aug, 2025.

Construction Materials

SECTOR | 15 Jul 2025

Q1FY26E Cement Sector Earnings Preview

Construction Materials

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 18 Aug, 2025.

Construction Materials

SECTOR | 10 Jul 2025

BP Equities Cement Monthly Update June 2025

Construction Materials

BP Wealth

Prabhudas Lilladhar released a Sector Update report for Construction Materials on 18 Aug, 2025.

Construction Materials

SECTOR | 07 Jul 2025

Cement Apr-Jun'25 Earnings Preview Steady prices amid sequential...

Construction Materials

Prabhudas Lilladhar

demand to some extent. However, overall demand remained mixed across regions, mainly due to extreme heatwaves affecting labor availability and demand, southern markets saw the steepest price hike during the quarter,...

Prabhudas Lilladhar released a Sector Update report for Construction Materials on 18 Aug, 2025.

Construction Materials

SECTOR | 04 Jul 2025

Q1FY26 Earnings Preview - CEMENT

Construction Materials

Axis Direct

Q1FY26 Earnings Preview - CEMENT

Prabhudas Lilladhar released a Sector Update report for Construction Materials on 18 Aug, 2025.

Construction Materials

SECTOR | 02 Jul 2025

Building Materials Apr-Jun'25 Earnings Preview Low volume growth...

Construction Materials

Prabhudas Lilladhar

Building Material companies under our coverage universe are expected to report single digit revenue growth due to weak demand, along with contraction in margins due to fluctuations in PVC resin prices in plastic pipe companies and tiles, due to oversupply in the domestic market, which has leads pricing pressure. We anticipate moderate volume growth of 5.2% YoY in plastic pipe sector. Tiles and bathware sectors are likely to experience single digit growth expecting demand to pick up in H2FY26. We expect coverage companies to register sales growth of 4.3% YoY, given correction in Finolex Ind revenue and...

Prabhudas Lilladhar released a Sector Update report for Construction Materials on 18 Aug, 2025.

Construction Materials

SECTOR | 30 Jun 2025, 12:00AM

Cement Monthly Update Early monsoon halts price uptick...

Construction Materials

Prabhudas Lilladhar

Dealers expect prices to decline further in Jul'25 as the monsoon picks up. However, prices remain strong compared to FY25 and YoY prices are up significantly in Southern & Eastern regions. We interacted with cement dealers across regions in India to assess the demand and pricing scenario in Jun'25. Our discussions indicate a mixed demand environment across markets. While heatwaves continued to impact...

Prabhudas Lilladhar released a Sector Update report for Construction Materials on 18 Aug, 2025.

Construction Materials

SECTOR | 14 Jun 2025

Building Materials Event Update Domestic Demand Steady Amid...

Construction Materials

Prabhudas Lilladhar

We recently interacted with an expert in the Indian ceramic industry, who provided deep insights into the current landscape of the tile industry in Morbi. The discussion covered critical aspects such as gas pricing trends, export and...

Prabhudas Lilladhar released a Sector Update report for Construction Materials on 18 Aug, 2025.