'Ultratech Cement has come up with a presentation that covers various of cement sector.

It noted that 59% of budgeted central government capex has been incurred till November 2025. GDP is expected to grow at 7.4% for FY26. Interest rate is down 100bps since February 2025. This will support domestic demand. India’s CPI inflation was 1.33% in December 2025. IIP grew 6.7% in Nov’25 - strong recovery post-festive season.

Housing registered growth across regions in North India. Infra demand was supported by projects like Delhi-Amritsar Expressway, Indore Metro, Bhopal Metro, Mumbai-Delhi Expressway, Jewar Airport etc. Demand in Delhi, Gurgaon and Faridabad was impacted due to construction restrictions and labour issues. Commercial registered overall growth.

Housing registered growth across regions in South India. Less rainfall during retreating monsoon added to the demand momentum. Infra registered growth on account of projects like Bangalore metro, NH66 Project in Kera...

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