India’s cement industry is entering a powerful transition. With a renewed focus on ground-level execution and supply-chain discipline, pricing power is returning. The latest PhillipCapital report (July 2025) outlines how this shift is reshaping the industry’s future.
Quick Glance: Sector Insights
- Realisations: ₹300–₹400/ton increase expected annually (next 3–4 years)
- Strategy Shift: From branding to actual ground execution
- Demand Driver: Contractors & Distributors — the real brand ambassadors
Companies Leading the Change
- UltraTech Cement: Deepest distribution reach, pricing discipline. A true industry benchmark.
- JK Cement: Clean expansion path to 50mn TPA. Bold, next-gen leadership driving execution.
- JK Lakshmi Cement: Restructuring brands and eliminating channel conflicts. Plans ₹3,500 cr capex.
- Ambuja Cements (Adani Group): Transforming into a service-led business with tech, AI, and premium focus.
Analyst Quote
“Real pricing power is back. It’s about logistics, last-mile discipline, and execution — not logos and labels.”
Final Takeaway
Brand loyalty alone won’t win the cement wars of 2025. Companies with transparent supply chains, efficient networks, and bold execution are poised to lead India’s next big infra wave.
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