Cement demand is expected to increase with the end of monsoon. With the resumption of construction activities, many cement companies have increased prices. This increase in prices has come into effect from today itself. This increase in cement prices has been up to ₹ 25 - ₹ 30 per 50 kg (sack). Cement companies have increased prices in Andhra Pradesh, Telangana, Tamil Nadu. The price hike was already estimated for the second half of the current financial year.

According to information received from dealers, this increase has been up to ₹ 20 - ₹ 30 per bag in Andhra Pradesh and Telangana. Whereas, in Tamil Nadu the prices have increased by ₹ 10 - ₹ 20 per bag. UltraTech Cement, India Cements, Dalmia Bharat, ACC, Ambuja Cement, Ramco Cements, NCL Industries and Orient Cement have increased the prices of cement. The new prices of all the companies are applicable from today.

Jefferies report on cement
Global brokerage firm Jefferies has issued a note on cement. In this note, the brokerage firm said that there was an increase in cement prices during the month of September, which was needed. Weakness in volume growth continued in the second quarter due to irregular monsoon. Variable cost remains a challenge for cement companies. Petcoke prices have slipped to the lowest level in the last 4 years. Demand growth was braked Earlier, domestic brokerage firm Motilal Oswal had said in a report that cement companies had decided to increase prices from the third week of August. However, there is uncertainty about the impact of these increases. Dealers say that only limited benefits will be available from this increase. This year, with irregular rains, increased competition and weakness in the non-trade segment, there is a possibility of weakness in demand in the festive and wedding season in the coming time. Earlier, the Lok Sabha elections, heatwave and then heavy rains in many places during the monsoon also curbed cement demand growth. Prices increased in September as compared to August By the end of July, the average price of cement across the country had slipped to a 51-month low. Elara Securities has mentioned this in a report. However, some improvement was seen in demand in September as compared to August. For Chhattisgarh, the central government has approved a proposal to build 8 lakh houses in rural areas under the Pradhan Mantri Awas Yojana. Some reports say that after this announcement, cement prices in the state have increased by up to 20%. However, due to political reasons, this increase in prices had to be withdrawn. Consolidation in the cement industry Cement demand growth was 9% in the financial year 2024. But, due to the high base in the last three financial years, it is estimated to decline to 6-7% in the financial year 2025. However, even after this, demand growth is expected to be 8% in the next few years. Demand is likely to increase in the infrastructure and housing sectors. In fact, consolidation has been seen increasing in India's cement industry for some time. Big companies like UltraTech Cement, Adani Cement and Dalmia Bharat are acquiring smaller companies to strengthen their position.