{"id":218304,"date":"2026-08-25T11:31:15","date_gmt":"2026-08-25T06:01:15","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/?p=218304"},"modified":"2026-08-25T11:31:18","modified_gmt":"2026-08-25T06:01:18","slug":"cement-stocks-india-future-roadmaps-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/cement-stocks-india-future-roadmaps-2026\/","title":{"rendered":"5 Cement Stocks in India with Strong Future Roadmaps as Infrastructure Boom and Housing Growth Drive Record Demand"},"content":{"rendered":"

India cement capacity FY26: 620 MT. UltraTech MCap Rs 3.39 lakh Cr. Shree Cement dividend Rs 600+ per share. ACC PE 12.79 vs sector 32.47. Government capex: Rs 11.11 lakh Cr in FY27. 5 picks: ULTRACEMCO, SHREECEM, AMBUJACEM, ACC, DALBHARAT.<\/em><\/p>\n

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Quick Answer<\/strong><\/p>\n

Five cement stocks in India with strong future roadmaps are UltraTech Cement, Shree Cement, Ambuja Cements, ACC, and Dalmia Bharat. India’s cement industry is benefiting from record government infrastructure spending of Rs 11.11 lakh crore in FY27 and the Pradhan Mantri Awas Yojana housing push. UltraTech is the largest cement stock by market cap at Rs 3.39 lakh crore and is targeting 200 million tonnes of capacity. ACC offers the most attractive PE at 12.79, significantly below the sector average of 32.47.<\/p>\n<\/div>\n

India’s cement sector is experiencing one of its strongest multi-year demand cycles on record. Government infrastructure spending, mass housing construction under PM Awas Yojana, and commercial real estate development are combining to drive cement demand growth of 8 to 9% annually. Cement stocks are the most direct way to invest in India’s physical infrastructure build-out, given that every major construction project from roads to airports to affordable homes requires substantial cement volumes.<\/p>\n

For investors, cement stocks offer cyclical upside linked to construction activity, with operating leverage: when volumes rise alongside stable or improving prices, EBITDA per tonne expands significantly. The risks are overcapacity in specific regional markets, energy cost spikes, and limestone royalty changes. This article covers five cement stocks spanning the full size range from UltraTech’s global scale to ACC’s value pricing. All price and fundamental data is as of 25 August 2026.<\/p>\n

Click Here – Get Free Investment Predictions<\/strong><\/a><\/p>\n

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