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❯ Scanning industry leaders...
Consolidation play — top 5 players control 55%+ capacity, and the Adani-Ambuja deal reset pricing discipline.
| Company | M.Cap | Price | P/E | P/B | ROE | ROCE | D/E | Div Yield | 1Y Return |
|---|---|---|---|---|---|---|---|---|---|
| UltraTech Cement Ltd | ₹3,22,352 Cr | ₹10,939.1 | 37.3 | 4.2 | 11.1% | 12.7% | 0.3 | 2.2% | -9.12% |
| Grasim Industries Ltd | ₹2,23,114 Cr | ₹3,292.4 | 38.9 | 2.2 | 5.0% | 8.0% | 2.2 | 0.3% | +18.74% |
| Ambuja Cements Ltd | — | ₹398.4 | — | — | 8.9% | 5.6% | 0.0 | — | -27.5% |
| Shree Cement Ltd | — | ₹22,780.5 | — | — | 7.8% | 9.4% | 0.4 | — | -16.08% |
| JK Cement Ltd | — | ₹4,930.5 | — | — | 15.6% | 15.1% | 0.9 | — | -14.74% |
| Dalmia Bharat Ltd | — | ₹1,719.35 | — | — | 6.1% | 7.6% | 0.4 | — | -17.09% |
| ACC Ltd | — | ₹1,257.7 | — | — | 10.9% | 9.9% | 0.0 | — | -26.33% |
| The Ramco Cements Ltd | — | ₹872.7 | — | — | 9.0% | 7.1% | 0.5 | — | -19.53% |
| JSW Cement Ltd | ₹16,504 Cr | — | 20.9 | 2.5 | 14.7% | 11.1% | 0.7 | 0.4% | -0.93% |
| India Cements Ltd | — | ₹351.6 | — | — | -0.7% | -0.6% | 0.1 | — | -24.73% |
| Nuvoco Vistas Corporation Ltd | — | ₹337.55 | — | — | 4.2% | 7.0% | 0.5 | — | -4.35% |
| Star Cement Ltd | — | — | — | — | 13.2% | 16.7% | 0.2 | — | -9.47% |
| Birla Corporation Ltd | — | ₹838.4 | — | — | 7.8% | 6.5% | 0.5 | — | -20.46% |
| JK Lakshmi Cement Ltd | — | ₹497.65 | — | — | 10.7% | 12.0% | 0.7 | — | -30.96% |
| Midwest Ltd | ₹3,843 Cr | ₹1,061.95 | 34.6 | 4.0 | 13.3% | 15.4% | 0.2 | 0.0% | -33.31% |
| HeidelbergCement India Ltd | — | — | — | — | 9.7% | 11.6% | 0.0 | — | -4.69% |
| Mangalam Cement Ltd | — | ₹1,060.25 | — | — | 14.1% | 6.6% | 0.9 | — | +45.85% |
| Euro Pratik Sales Ltd | — | — | — | — | 30.5% | 38.4% | 0.1 | — | -6.49% |
| Orient Cement Ltd | — | — | — | — | 17.1% | 12.8% | 0.0 | — | -23.17% |
| KCP Ltd | ₹2,090 Cr | — | 11.8 | 1.2 | 12.2% | 12.2% | 0.4 | 0.3% | -6.19% |
| Sagar Cements Ltd | ₹1,973 Cr | — | — | 1.2 | -1.1% | 2.0% | 1.0 | 0.0% | -22.11% |
| IFGL Refractories Ltd | ₹1,436 Cr | — | 35.0 | 1.2 | 3.1% | 3.6% | 0.2 | 1.0% | +3.84% |
| Shree Digvijay Cement Company Ltd | — | — | — | — | 6.9% | 4.0% | 1.4 | — | -20.66% |
| NCL Industries Ltd | ₹809 Cr | — | 6.5 | 0.9 | 11.4% | 14.6% | 0.3 | 2.0% | -12.63% |
| Deccan Cements Ltd | — | ₹565.7 | — | — | 3.9% | 2.5% | 1.0 | — | -19.7% |
| Saurashtra Cement Ltd | — | — | — | — | 1.5% | 0.7% | 0.1 | — | -25.86% |
| Shiva Cement Ltd | — | — | — | — | —% | -11.0% | — | — | -54.29% |
| Andhra Cements Ltd | ₹404 Cr | — | — | 5.0 | -56.7% | -13.8% | 14.0 | — | -35.41% |
| Anjani Portland Cement Ltd-$ | ₹291 Cr | — | — | 0.8 | -8.9% | -3.8% | 0.8 | — | -26.78% |
| Nidhi Granites Ltd | — | ₹267 | — | — | 41.0% | 45.3% | 0.1 | — | +83.48% |
| Shri Keshav Cements And Infra Ltd | — | — | — | — | -7.0% | -0.3% | 2.6 | — | -28.8% |
| Global Surfaces Ltd | ₹119 Cr | — | — | 0.4 | -10.8% | -1.7% | 0.8 | 0.0% | -68.58% |
| Pacific Industries Ltd | — | — | — | — | 0.5% | 0.4% | 0.1 | — | -35.19% |
| Barak Valley Cements Ltd | — | — | — | — | 0.0% | 2.1% | 0.2 | — | -2.02% |
| Kakatiya Cement Sugar & Industries Ltd | — | — | — | — | -12.3% | -12.7% | 0.1 | — | -14.52% |
| Sri Chakra Cement Ltd | — | — | — | — | —% | -91.1% | — | — | +58.39% |
| Inani Marbles & Industries Ltd | — | — | — | — | 0.3% | 0.3% | 0.4 | — | -61.47% |
| Raw Edge Industrial Solutions Ltd | — | — | — | — | -0.6% | -0.5% | 0.8 | — | -38.66% |
| Solid Stone Company Ltd | — | — | — | — | 2.2% | 3.0% | 0.8 | — | -27.83% |
| Jain Marmo Industries Ltd | ₹7 Cr | — | — | 1.6 | 0.8% | 1.2% | 0.2 | — | -24.97% |
| Integrated Thermoplastics Ltd | — | — | — | — | —% | —% | — | — | +14.15% |
India's cement industry is the second-largest globally at 580+ MTPA capacity. Housing accounts for 65% of demand, followed by infrastructure (25%) and commercial (10%). The industry has consolidated significantly — UltraTech, Adani Cement, Shree Cement, Dalmia Bharat, and Ambuja control over 55% of capacity.
This consolidation is improving pricing discipline and margins. Per capita consumption at 250 kg is still half of the global average, offering long runway for growth. Key metrics: EBITDA per tonne (₹800-1200 for leaders), capacity utilization, and logistics cost as % of revenue.
Green cement and waste heat recovery are emerging themes. The sector typically trades at 15-18x EV/EBITDA for leaders.
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