Overview
- APCMA data show overall cement dispatches rose 7.21% to 50.515 million tonnes in the fiscal year ended June 30, 2026, led by a 9.5% jump in domestic sales to 41.507 million tonnes.
- Monthly activity accelerated into the fiscal close as June 2026 dispatches climbed 18.38% to 4.331 million tonnes and local sales were up 26.78% to 3.541 million tonnes while June exports fell 8.73% to 789,840 tonnes.
- The performance split by region was stark as northern mills increased domestic shipments but saw exports collapse 53.85% to 777,207 tonnes, while southern mills raised both domestic volumes and exports, with southern exports up 9.36% to 8.230 million tonnes.
- APCMA officials said they expect demand to stay firm in the near term but warned that high fuel and electricity costs and disruption to energy supplies from geopolitical tensions could squeeze margins and curb competitiveness.
- Because cement is energy intensive and tied closely to local construction, the sector’s near-term outlook will hinge on energy costs and overseas market access, which could affect prices, factory profits, and investment in plant capacity.