Cement makers eye Q3 margin recovery as price hikes offset rising costs

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New cement price increases, along with seasonal demand revival, are expected to enhance sector performance in Q3FY27. Despite this, persistent cost inflation and new capacities may restrict margin recovery. The cement sector's total operating costs have risen, impacting profitability, although companies are implementing cost-saving measures. Revenue and EBITDA growth are projected over the next few years, yet supply may outpace demand.