Cement stocks have seen a rise in Wednesday's trading. In fact, on Tuesday itself, news came that cement dealers have increased the prices. This increase has been seen after several months. Stocks have been rising due to the expectation of a positive impact on the margins of companies after the increase. In today's trading, UltraTech Cement's stock has seen a rise of about one percent, JK Lakshmi Cement has seen a rise of more than one percent, Ambuja Cement has seen a rise of more than half a percent.

What is the opinion of experts  

According to Alok Agarwal of Alchemy Capital Management, the government's thinking about infrastructure and the steps taken for it are very fast. Due to this, the demand for cement is expected to continue to grow. And its positive effect will be seen on the cement sector. However, he clearly said that he is positive about some specific stocks instead of the entire sector. At the same time, CLSA has expressed confidence in the stock of UltraTech Cement with the news of price increase. On the other hand, Jefferies has expressed confidence in UltraTech Cement in large cap stocks and JK Cement in midcap. The brokerage house has expressed this confidence in view of the estimates of improvement in demand. How much have the prices increased In the month of December, dealers across the country have increased the price of cement from Rs 5 to Rs 40 per 50 kg bag. Before this, the prices have remained stable for 5 consecutive months. According to the dealers, the prices have been increased in view of the continuously increasing demand from the realty sector and increasing orders from the infrastructure sector. Dealers said that with the end of the festive season, more labour is available for realty projects than before, which has increased the pace of the project and along with it the number of orders has also increased. According to CLSA, the average price of cement has increased by 3.5 percent on a quarter-on-quarter basis. However, prices are still 5 percent lower than last year.