{"id":84738,"date":"2026-05-13T17:05:03","date_gmt":"2026-05-13T11:35:03","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/?p=84738"},"modified":"2026-05-13T17:05:05","modified_gmt":"2026-05-13T11:35:05","slug":"best-cement-stocks-in-india-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/best-cement-stocks-in-india-2026\/","title":{"rendered":"Best Cement Stocks in India 2026: Top 6 Building Materials Picks With Analyst Targets"},"content":{"rendered":"
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The best cement stocks in India 2026 are at a capacity addition and demand convergence inflection as India’s infrastructure supercycle drives consumption and the two year period of weak pricing begins to stabilise. India’s cement demand is targeting 700 million tonnes by 2032 from 420 million tonnes today requiring 280 million tonnes of new capacity. UltraTech Cement Ltd at Rs 3.1 lakh crore is India’s largest cement company with 175 MTPA capacity. Ambuja Cements Ltd is the Adani Group’s transformation story targeting 140 MTPA by FY28. Shree Cement Ltd is the highest quality mid large cement company with the best EBITDA per tonne consistently. ACC Ltd is the Adani held subsidiary with strong cement and ready mix concrete position. JK Cement Ltd is the fastest growing quality mid-cap. Birla Corporation Ltd is the MP and North India market leader.<\/p>\n

Ankit Jaiswal, Senior Research Analyst at Univest, sees the best cement stocks in India 2026 at a pricing recovery inflection after 2 years of EBITDA per tonne compression as consolidation among top players reduces irrational competitive pricing. Kunal Singla, Associate Director at Univest, highlights UltraTech Cement’s capacity expansion from 157 to 200 MTPA by FY27 as India’s single largest industrial capacity addition programme by any company in the country.<\/p>\n

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