Cement & Cement Products sector
30 companies · ₹9.6 L cr · 13 with AI deep dives
5y revenue CAGR
median 7.63%(p25 4.75% · p75 12.68%)
5y avg ROCE
median 11.16%(p25 4.99% · p75 12.99%)
Debt / equity
median 0.44x(p25 0.24x · p75 0.95x)
AI sector brief
from the bucket's latest earnings calls · as of 2026-06-30headwindWest Asia conflict triggers broad-based fuel, packaging and freight cost shock10 managements
The Strait of Hormuz disruption drove crude above $100/bbl, lifting petcoke CFR prices ~35%, spiking polypropylene bag costs from ~₹9 to avg ₹12/bag (peak ₹14-15), and raising…
- ULTRACEMCO (Q1 FY27): “Q1 '27 opened with the most disruptive situation, the Strait of Hormuz effectively…”
tailwind10 managements🔒headwind5 managements🔒headwind5 managements🔒tailwind6 managements🔒mixed7 managements🔒
5 more themes from this quarter's earnings calls are locked. A free account opens the full brief: every theme with verbatim management quotes, the demand picture, companies running against the tide, and the regulatory & disruption watch. Sign up free →
| Company | Mcap | AI verdict | Signals | Stated KPIs (latest call) |
|---|---|---|---|---|
| UltraTech Cement Ltd | ₹3.5 L cr | Unlock | earnings quality strong | |
| Grasim Industries Ltd | ₹2.1 L cr | Unlock | levering up | |
| Ambuja Cements Ltd | ₹1.1 L cr | Unlock | latent operating leveragenet cashcapital destroyercyclical high volatility | |
| Shree Cement Ltd | ₹97,003 cr | Unlock | earnings quality strongnet cashcyclical high volatilitycapex intensity elevated | |
| J K Cements Ltd | ₹43,606 cr | Unlock | earnings quality strongdeleveragingcapex intensity elevated | |
| Dalmia Bharat Ltd | ₹34,065 cr | Unlock | earnings quality strongcyclical high volatilitycapex intensity elevated | |
| ACC Ltd | ₹25,163 cr | Unlock | cyclical high volatility | |
| The Ramco Cements Ltd | ₹21,661 cr | Unlock | earnings quality strongdeleveragingcyclical high volatilitycapex intensity elevated | |
| Nuvoco Vistas Corporation Ltd | ₹12,538 cr | Unlock | earnings quality strongdeleveragingcyclical high volatility | |
| India Cements Ltd | ₹12,064 cr | Unlock | latent operating leveragecapital destroyercyclical high volatilitygross block underutilised | |
| Star Cement Ltd | ₹8,164 cr | Unlock | latent operating leverageearnings quality strongcapex intensity elevated | |
| JK Lakshmi Cement Ltd | ₹6,977 cr | Unlock | earnings quality strongdeleveragingcyclical high volatility | |
| Birla Corporation Ltd | ₹6,738 cr | Unlock | earnings quality strongdeleveragingcyclical high volatility | |
| Prism Johnson Ltd | ₹5,386 cr | Unlock | earnings quality strongdeleveragingcyclical high volatilitygross block efficient | |
| HeidelbergCement India Ltd | ₹3,549 cr | Unlock | earnings quality strongcyclical high volatility | |
| Orient Cement Ltd | ₹2,752 cr | Unlock | earnings quality strongnet cashcyclical high volatility | |
| Mangalam Cement Ltd | ₹2,644 cr | Unlock | earnings quality strongcyclical high volatility | |
| Sagar Cements Ltd | ₹2,312 cr | Unlock | deleveragingcyclical high volatilitycapex intensity elevated | |
| K C P Ltd | ₹2,076 cr | Unlock | capex coming onlineearnings quality weakdeleveragingcapex ahead of revenue | |
| Sanghi Industries Ltd | ₹1,295 cr | Unlock | levering upcapital destroyercyclical high volatilitycapex intensity elevated | |
| Shree Digvijay Cement Co. Ltd | ₹1,087 cr | Unlock | latent operating leverageearnings quality weakcyclical high volatility | |
| NCL Industries Ltd | ₹834 cr | Unlock | earnings quality strongcyclical high volatility | |
| Deccan Cements Ltd | ₹762 cr | Unlock | earnings quality strongcapex intensity elevatedgross block underutilised | |
| Visaka Industries Ltd | ₹712 cr | Unlock | earnings quality strongcyclical high volatilitygross block efficient | |
| BIGBLOC Construction Ltd | ₹649 cr | Unlock | latent operating leverageearnings quality stronglevering upcyclical high volatility | |
| Andhra Cements Ltd | ₹446 cr | Unlock | levering upcyclical high volatilitycapex intensity elevatedgross block underutilised | |
| Anjani Portland Cement Ltd | ₹301 cr | Unlock | deleveragingcyclical high volatilitygross block underutilised | |
| Kakatiya Cement Sugar & Industries Ltd | ₹93 cr | Unlock | latent operating leveragecapital destroyercyclical high volatility | |
| Barak Valley Cements Ltd | ₹91 cr | Unlock | earnings quality strongcapital destroyercyclical high volatility | |
| Panyam Cements & Mineral Inds Ltd | ₹90 cr | Unlock | cyclical high volatilitycapex intensity elevated |