CEMENT INDUSTRY
Uttar Pradesh Accelerates Industrial Land Reforms to Realize $1 Trillion Economy Vision
Uttar Pradesh has fast-tracked industrial land reforms to realize its $1 trillion economy vision. At a high-level workshop in Greater Noida, IDAs were directed to expedite land allotments, resolve acquisition challenges, and unlock over ₹1.68 lakh crore worth of mega investments. With a unified land policy, plug-and-play parks, and Nivesh Mitra 3.0 reforms, the state is building an investor-friendly ecosystem to boost industrial growth and job creation
‘Solutions not hurdles’: UP accelerates strategy to achieve $1 trillion economy vision; industrial growth in focus
Uttar Pradesh is accelerating its goal to become a $1 trillion economy by unlocking land for investors and building world-class infrastructure. A high-level workshop addressed fast-tracking land allotment and resolving acquisition hurdles. Officials reviewed investment leads worth over Rs 1.68 lakh crore and are working to operationalize vacant industrial plots, aiming to boost investor confidence and create jobs.
Vedanta to pour Rs 17,000 cr into Jaiprakash Associates, beats Adani bid
Vedanta won the bid for Jaiprakash Associates with a ₹17,000-crore offer. It outbid Adani Enterprises in the insolvency battle. The deal involves major cement facilities. Only Vedanta and Adani submitted binding offers. Other suitors like Jindal Power and Dalmia Bharat did not participate. The Committee of Creditors will review Vedanta's winning bid. The resolution process for Jaiprakash Associates faced delays.
GST rationalisation could increase pressure on the oil and gas sector, says ICRA
The Goods and Services Tax rationalisation is set to impact various Indian sectors. Oil and gas may face increased production costs. However, consumer demand and producer sentiment are likely to improve. Renewable energy projects can expect reduced capital costs. The automobile industry anticipates a revival in sales. Rural housing will benefit from lower cement taxes.
Government’s growth push yet to reflect on markets, says Gautam Duggad
Gautam Duggad notes that while government measures including rate cuts, tax relief, and GST rationalisation have boosted structural stimulus, markets have remained cautious. He expects earnings growth to revive in the second half of FY25, led by discretionary consumption and smaller sectors such as capital goods, cement, retail, healthcare, and metals.
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.
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.
GST 2.0: Fall in input prices likely to soften realty costs
India's property sector is poised for a boost as the government reduces the GST on cement from 28% to 18%, potentially lowering project costs for developers and homebuyers. Additional tax cuts on marble, granite, and other construction materials are expected to further ease cost pressures. This rationalization is anticipated to stimulate consumption and propel India's GDP growth.
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.
A GST 'Budget' for aspiring citizens
The Indian government has implemented significant economic reforms. These reforms include GST rate rationalization and structural changes. The aim is to boost India's competitiveness and economic growth. Rate reductions on essential goods will benefit citizens. This will lead to increased consumption and GDP growth. Simplified tax structure and trade facilitation are also key components. MSMEs will experience easier business operations.
Lenders of bankrupt Jaiprakash Associates to meet Friday; challenge process among 5 bidders likely
Lenders of Jaiprakash Associates Ltd (JAL), currently undergoing insolvency proceedings, will convene on Friday to discuss the 'challenge process' among five bidders, including Adani Group and Dalmia Bharat, aiming to maximize asset value. This process, with a minimum bid of Rs 12,000 crore, seeks the highest financial proposal.
Govt delivers 'GST Diwali bonanza': Cheaper essentials, big relief on insurance premiums
India's Goods and Services Tax (GST) undergoes a major overhaul, eight years after its launch, with the GST Council approving significant rate cuts on numerous everyday items. Effective September 22nd, the new rates aim to boost consumption by shifting to a two-slab structure of 5% and 18%, abolishing the 12% and 28% rates.
GST cut on cement to boost sector, accelerate infrastructure growth: Industry players
Welcoming the development, Akhoury, who is also Managing Director, Shree Cement, said cement is a foundational input material for infrastructure and housing, and the move will likely boost consumption, augmenting considerable infrastructure, including affordable housing. Adani Cement, which owns Ambuja Cements & ACC, said a reduction in duty on cement will 'accelerate the nation's infrastructure pipeline, catalyse industrial expansion, and strengthen India's march towards a multi-trillion-dollar economy'.
Reduction in GST on cement to help real estate sector: CREDAI
CREDAI welcomes the government's decision to reduce the GST rate on cement from 28% to 18%, anticipating a decrease in construction costs. This move is expected to benefit both consumers and the real estate sector by improving housing affordability. The simplified GST structure and process reforms are also seen as positive steps towards a more transparent and efficient tax regime.
Parag Milk, other agriculture and dairy stocks rally up to 7% after GST cuts
Agri and dairy stocks like Parag Milk, Dodla Dairy, and Kaveri Seeds gained up to 7% after the GST Council slashed rates on fertilisers, farm machinery, and dairy products. The cuts, effective September 22, aim to ease costs for farmers and consumers.
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.
Adani Green, Waaree Energies and other renewable energy stocks in focus as GST cut to 5% from 12%
Renewable energy stocks like Adani Green, Tata Power, NTPC, and Waaree Energies in focus after the GST Council cut tax on solar, wind, biogas, and other clean energy devices and parts to 5% from 12%, lowering costs for developers and boosting green transition.
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.
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.
About 83% green energy switch funded domestically, need to unlock international finance: WRI India CEO
WRI India emphasizes the need to unlock international finance for India's green energy transition, as domestic funding covers 83% of the costs. Sectors like green steel and aviation require foreign investment to meet climate goals. The organization signed MoUs to accelerate clean energy adoption and electric mobility, urging MSMEs to embrace resilience and green skilling.
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.
Pressure mounts on Dy CM Shivakumar to fix Bengaluru after it’s ranked 6th best global tech city
Following Bengaluru's ranking as a top global tech hub, Deputy CM DK Shivakumar faces pressure to improve infrastructure. Corporate leaders urge him to transform the city through action, not just rhetoric, as five new municipal corporations prepare to oversee Bengaluru's civic administration. The goal is balanced development and better services across the expanded 712 square kilometers.
For long-term investors: Trump or tariffs are problems with shelf life; focus on business. 10 large-caps with upside potential of up to 24%
Volatility is back on the front page, and you may hear more about it next week. Fresh tariff headlines from the US, a bout of valuation anxiety at home, and the usual chorus of “this time is different” have turned the screens red and the mood bearish. If you’ve been investing in the stock market for more than a few monsoons, though, you’ve watched this movie before. But investing is not like movies which get over in three hours max. Investing is about the underlying value of good businesses which do not get distorted by statements or headline hoggers.
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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