CEMENT DEMAND
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of more than 25%
Are you looking at the Nifty to figure out whether to be bullish or bearish? If yes, cast your eye back to the day last year when the big correction started. Did all stocks start falling only after September 26, 2024, the day the indices peaked? No. Several stocks across segments began declining much before that day. The lesson: Focus on companies where the broader picture of growth is intact. And let the Nifty do what it is doing. Focus on the management, a key driver of earnings. Also, because GST rationalisation will likely impact earnings in a positive way, it is probably a good time to keep scepticism aside, but with conditions.
Market Wrap: Auto, metal stocks lift Sensex up 76 points, Nifty above 24,770 on GST relief, Fed rate cut bets
Indian benchmark indices Sensex and Nifty closed in the green on Monday, lifted by auto and metal shares, as optimism over sweeping GST tax cuts and China’s steel reforms supported sentiment alongside expectations of a Federal Reserve rate cut this month.
Gold pierces $3,600 mark as traders weigh Fed rate-cut bets
Gold prices hit a record high on Monday. This happened after weak job data in the United States. The data increased the expectation that the US Federal Reserve will cut interest rates. Spot gold increased. The rise was also driven by a weaker dollar and central bank buying. Investors are now waiting for the US inflation report.
Mid-size housing projects set to gain most from GST rationalisation, says Amit Mamgain
The Goods and Services Tax rate change on cement and construction materials may help mid-size housing projects. Amit Mamgain of Yugen Infra says lower taxes will help developers and buyers. Metro cities may see more demand. Affordable housing will not change much. New rates may start after September 22, 2025.
Gold surges to fresh record high after soft US jobs data
Gold prices hit fresh record highs on Friday after a soft U.S. jobs report cemented hopes of a Federal Reserve interest rate cut, fuelling fresh momentum for bullion's blistering rally.
Policy clarity and cost savings: Real estate set for stronger festive quarter, say experts
India’s real estate sector is set for a festive boost as GST cuts on cement, marble, granite, and other key inputs lower construction costs and improve affordability. Developers and experts say the reforms, coupled with stable interest rates and festive demand, will strengthen housing sales across metros and tier-2 cities.
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GST 2.0: Cement prices set to be cheaper by ₹25-30 a bag
Cement prices in India are expected to decrease by ₹25-30 per 50 kg bag following a reduction in GST rates from 28% to 18%. While this move aims to benefit consumers, analysts believe it may not immediately trigger higher demand due to cement's price inelasticity.
GST 2.0 is here. How should you tweak your mutual fund portfolio
GST 2.0 is set to revamp India's indirect tax system. Experts suggest domestic-facing sectors will benefit. Sectors like autos, staples, and retail may see better demand. Premium apparel and luxury cars could face pressure. The revised rates will be effective from September 22, 2025. Investors should consider their risk appetite before tweaking their mutual fund portfolio.
Goel Construction IPO allotment soon. Check GMP, status and other details
Goel Construction's IPO allotment, oversubscribed by 124.34 times, will be finalized on Monday. Investors can check their allotment status via MUFG Intime India or the BSE website. The IPO saw strong interest from QIBs, NIIs, and retail investors. Listing on the BSE SME platform is scheduled for September 10, with GMP hovering around Rs 48 per share.
How will the recent GST changes affect different sectors of the economy?
GST slab rationalization is set to spur consumption and economic growth. Automobile, cement, and consumer goods sectors are likely to benefit. Two-wheeler makers with higher than 350 cc bikes may face negative impact. Retail-focused lenders could see improved credit demand. Renewable energy companies may gain from GST reduction on solar cells.
Profit-taking in consumption sectors won't end GST rally: Analysts
Profit-taking occurred in consumption-oriented sectors. Analysts believe the rally in autos, consumer durables, FMCG, and metals will continue. Gains may be stock-driven. Cash-based buying is likely to resume. GST cuts aim to boost consumption before the festive season. Investor caution exists regarding inventory management. Management commentary is awaited on lower-GST products and demand.
These large- and mid-cap stocks can give more than 28 % return in 1 year, according to analysts
The way the market reacted to the GST rate rationalisation clearly shows that “sell-on-news mode” is still active. Now there are two reasons why the market has been in this particular mode. First: Some risks are still on the table (the India-US tariff tiff). The reason why we consider this a risk is that the 50% tariff cannot continue for long. Either it has to be settled, or it will escalate, with more goods being impacted, or even higher tariffs. History suggests that usually such wars don't start easily. But once they do, ego is the biggest hurdle to a solution. So, unless this is resolved by year-end, it will become an even bigger issue. The second reason: Valuations. However, GST brings some hope. We may see better top and bottom lines in some segments.
FTC prepares to grill AI companies over impact on children, WSJ reports
The US Federal Trade Commission will investigate how AI chatbots affect children’s mental health, seeking internal documents from OpenAI and other firms. The study aims to assess potential risks, ethical concerns, and safeguards in AI technology.
Big cheer for homebuyers! Homes may get cheaper with lower GST on cement
The government's decision to lower the GST on cement from 28% to 18%, effective September 22, 2025, is expected to reduce housing construction costs. Experts predict a 5-7% decrease in overall project expenses, particularly benefiting affordable and mid-income housing. Notably, cement is a crucial construction material, contributing between 10-12% of construction costs.
GST overhaul lifts new-age stocks PB Fintech, Nykaa, FirstCry
The new regime has abolished tax on individual life and health insurance products sold by companies such as LIC, SBI Life Insurance and ICICI Prudential Life Insurance. This move is likely to boost premiums and customer adoption of such products.
GST reforms will mostly help poor; Andhra govt failed to demand compensation: CPI(M)
CPI(M)'s V Srinivas Rao acknowledged that GST reforms could lower prices and benefit the poor, but criticized the Andhra Pradesh government for not seeking compensation for potential income loss. APCC's Kolanukonda Sivaji claimed the reforms were a result of Rahul Gandhi's campaign and international pressure, demanding compensation for states and relief for MSMEs.
GST reforms very timely; adding more M&M, ancillaries like Uno Minda, cement stocks to portfolio: Gurmeet Chadha
Gurmeet Chadha of Complete Circle Consultants said the GST reforms are a timely boost for demand, compliance, and sentiment. He sees autos, FMCG, and financials as key winners, adding M&M, Uno Minda, and cement stocks to his portfolio while deploying fresh capital.
GST 2.0: How mutual fund experts decode government’s rationalisation move
The 56th GST Council meeting, led by Union Finance Minister Nirmala Sitharaman in New Delhi on September 3, set the stage for a major revamp of India’s indirect tax framework.
With GST 2.0, Govt's focus shift from capex oriented spending to consumption-led growth: Report
The government's GST 2.0 rationalization, effective September 22nd, 2025, marks a shift towards consumption-led growth, moving away from capex-focused spending. By reducing GST slabs and targeting tax relief for rural households and the middle class, the initiative aims to boost purchasing power and stimulate demand. Key sectors like consumer durables, building materials, and automobiles are expected to benefit.
Big GST Reset: FMCG, cars, electronics to see immediate demand push, says Keki Mistry
The GST reset, initiated by Prime Minister Modi, aims to stimulate domestic consumption through rationalized rates and relief measures for households and businesses. Keki Mistry highlights its potential multiplier effect on the economy, particularly benefiting SMEs and the real estate sector.
Explained: How PM Modi's Rs 48,000 crore GST gift impacts stock market investors
Prime Minister Modi's GST reforms, carrying ₹48,000 crore revenue implications, have sparked a market rally. The simplification of GST architecture, with rate reductions, is expected to boost consumption across sectors like automobiles and FMCG. Analysts project a significant GDP growth and increased corporate earnings, making investors optimistic about sustained market gains.
Ambuja Cements, ACC and other cement stocks surge up to 4% after GST slashed from 28% to 18%
Cement stocks surged following the GST Council's decision to reduce the tax on cement from 28% to 18%. This move is expected to boost infrastructure and construction activity by lowering input costs. Jefferies views the rate cut as a positive step, potentially improving industry dynamics and profitability through better pricing and input tax credit benefits.
GST rate cut: Cement companies profitability will be under pressure for the near term
The Goods and Services Tax Council has reduced the tax rate on cement. This reduction is from 28% to 18%. While good long term, cement companies' profits may be affected. Companies are likely to pass on the tax cut benefits to consumers. Adani Cement aims to scale capacity. The government has reduced rates for various types of cement.
GST relief on building materials set to ease construction costs, support housing
The GST Council's decision to lower tax rates on essential construction materials like cement, marble, and granite is poised to benefit the real estate sector. This move is expected to reduce project costs for developers and homebuyers, potentially leading to increased housing affordability and accelerated project launches.
GST Council starts two today meeting to discuss two slabs, tax cuts
The GST Council convened to deliberate on a proposal to streamline tax slabs, potentially reducing rates for essential items and luxury goods. While states generally support the plan, some opposition-led regions seek revenue loss compensation. The proposed reforms aim to boost consumption, ease business operations, and simplify compliance, with potential economic benefits.
Cyclically negative, structurally positive: Will cement be a surprise winner? 9 cement stocks with an upside potential of up to 27%
In some sectors, it is better to own a basket of shares rather than have exposure to a single stock. Reason: When a sector goes through a phase of restructuring and consolidation, the chances are high that a set of winners will emerge. But it is tough to figure out which the winners will be. So, buy a basket. Also, unlike in the past when buying a basket of stocks was a cumbersome process, today it is just a click away. Now, why cement? Because it might be a surprise winner. What makes that sector a surprise winner? When fundamentals are changing, but scepticism levels are still high. Cement is a sector which has probably seen the maximum mergers and acquisition in the last three years and that suggests there has been a change in the operating matrix.
Nuvoco Vistas to spend Rs 200 crore to expand capacity by 4 million tonne
Nuvoco Vistas Corp will invest Rs 200 crore to boost its production capacity in east India by 4 million tonnes by fiscal 2027. This expansion, funded internally, includes setting up a new mill and debottlenecking existing plants.
Premium cement brands to be key beneficiaries of GST cut; price hikes likely in H2: Nomura analyst
Cement GST likely cut from 28% to 18%, boosting sector profitability. Price hikes of 4–6% expected in FY26 amid steady demand. Leading brands benefit from premiumisation, while consolidation continues gradually. Housing and infrastructure projects drive volumes, supporting medium- to long-term growth for India’s top cement makers.
UltraTech, Dalmia Bharat offer 13–16% upside as cement sector builds on pricing discipline: MOFSL
India’s cement sector shows resilience with stable August 2025 prices, strong demand outlook, and GST cut hopes. Lower fuel costs, infra push, and housing growth support profitability, while UltraTech and Dalmia Bharat remain strong BUY picks.
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