Cement expert Rakesh Arora of Go India Advisors forecasts further price adjustments in June, as cement firms in Eastern and Southern India look to raise tariffs ahead of the monsoon season. Improved capacity utilization and increased demand during the peak season (January–June) are driving these moves, particularly in regions that lagged behind in Q4 performance.
Arora anticipates cement volume growth of 5–6% in Q1, reflecting steady market expansion. He notes that larger companies—such as Ambuja and UltraTech—could see mid-teen growth due to recent acquisitions, while the broader industry remains in the mid-single digits.
Typical seasonal dynamics involve price hikes in April and May, followed by partial rollbacks; June may bring another round of increases before monsoon-dampened demand sets in. With monsoons arriving earlier this year, Q1 growth may be slightly muted, but overall demand remains resilient.
These developments signal a cautiously optimistic outlook for the cement sector. As infrastructure and housing projects remain active, pricing strategies and capacity utilization will be key factors shaping profitability and momentum in the construction industry in the months ahead.
