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1、For updated information,please visit www.ibef.orgAugust 2025CEMENT2Table of ContentsExecutive Summary3Advantage India 4Market Overview and Trends6Strategies Adopted11Growth Drivers and Opportunities14Key Industry Contacts23Appendix253Executive summary4.LARGE CONCENTRATION IN SOUTH AND WESTOf the tot

2、al 210 large cement plants in India,77 are situated in the states of Andhra Pradesh,Rajasthan&Tamil Nadu.Southern India posted a Rs.10(US$0.11)per bag increase in cement prices in August 2025 despite the monsoon season,reflecting strong demand and pricing power concentrated in the South.1.SECOND-LAR

3、GEST CEMENT MARKETAs of 2025,India is the worlds second-largest cement producer.Cement traffic at Indian ports was 2.98MMT in April-July 2025,compared to2.22 MMT in April-July 2024,showing ahealthy YoY increase.Indias cement demand is expected togrow at a strong 7-8%CAGR,by FY26primarilydrivenbycont

4、inuedgovernment focus on housing notablyurban and rural housing schemes andongoing infrastructure projects.In FY27,cement demand is expected toreach 450.78 MT.InMarch2025,cementvolumestouched46.5millionmetrictonnes,marking a 12%rise compared to lastyear.In FY25,total volumes reached 453million tonne

5、s,up 6.3%YoY.3.HIGHER SHARES OF LARGE PLANTS210 large cement plants account for a cumulativeinstalled capacity of over 410 MT,while over 350mini cement plants have an estimated productioncapacity of nearly 11.10 MT.Indias top five cementcompanies account for 48%of Indias 600 MTcapacity.As per Moodys

6、 analysis growing cement demandwill accelerate consolidation,with top 10 playersacquiring 140 MT over five years,worth Rs.89,000crore(US$10.4 billion).UltraTech and Ambuja tocontinue targeting weaker regional firms.2.DOMINATED BY PRIVATE PLAYERSOf the total capacity,98%lies with privatesector and th