Archive · 3 Sep 2025
Motilal Oswal Sees Cement Sector Growth, Earnings Revival
An expert from Motilal Oswal says that the cement industry is expected to grow a lot.
He also highlights the importance of company earnings for the stock market, saying that when earnings are good, the market does well too.
The expert sees good things happening in the auto and consumption sectors too.
Specifically, he points out the revival in low-cost goods and restaurants.
Moreover, he points to the importance of new-age tech companies in the tech sector.
Motilal Oswal expects over 50% growth in the cement sector.
Corporate earnings are the key driver for India's equity markets.
Auto sector sentiment has improved.
Low-ticket goods, hospitality, and QSR/food delivery are reviving.
Focus should be on new-age tech and midcap IT companies.
- Who
- Motilal Oswal
- What
- Expects cement sector growth and highlights earnings
- When
- Current period
- Where
- India
- Why
- Government capex and stabilizing prices
- Source
- Motilal Oswal Financial Services
- Expert
- Gautam Duggad, Director & Head of Research
- Cement Sector Growth Expectation
- Over 50%
- Defining Theme for Equity Markets
- Corporate Earnings
Sources
Cement companies eye price hike ahead of GST rate rationalisation
Cement prices may fall, in boost to construction
JK Cement stock’s flawless run faces its next big test
Long-term demand outlook for India's cement sector remains robust: Report
