Market Performance
On May 15, cement stocks outperformed the broader market, gaining strong investor attention despite overall weakness. Leading the rally were Shree Cement, JK Cement, and Dalmia Bharat, which all surged to touch their respective 52-week highs on the BSE.
These gains came amidst robust quarterly earnings and a positive growth outlook for FY26, reinforcing investor confidence in the cement sector.
Key Movers:
- Shree Cement, JK Cement, Dalmia Bharat shares rose up to 4% intraday
- Other cement stocks like ACC and Ambuja Cement also witnessed notable gains
Main News
The sharp upward move in Shree Cement, JK Cement, and Dalmia Bharat shares was driven by:
- Strong Q4FY25 results
- Record sales volumes
- Improved pricing and operational efficiencies
These factors have painted a bullish picture for FY26, with expectations of rising cement demand led by a rebound in housing and infrastructure.
Company Highlights
Shree Cement
- Reported a 46% quarter-on-quarter (QoQ) rise in EBITDA
- Achieved highest-ever cement and clinker sales: 9.84 million tonnes
JK Cement & Dalmia Bharat
- Both companies reached new 52-week highs, reflecting market optimism
- Benefited from a broader sectoral uptick in volumes and price realization
Financial Overview
EBITDA
- Shree Cement posted a 46% QoQ increase in EBITDA
Summary
The recent surge in Shree Cement, JK Cement, and Dalmia Bharat shares highlights strong investor sentiment in the cement sector. Backed by solid Q4 performance and a promising FY26 demand outlook, these stocks are now trading at their 52-week highs.
As cement demand shows signs of sustained recovery, especially from housing and infrastructure segments, Shree Cement, JK Cement, and Dalmia Bharat remain in the spotlight for their operational strength and growth momentum.
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