BSE NSE listed Cement Shares 15Nov17  Chart Strength 8Sep17  Chart Strength 2Jun17  Chart Strength 28Mar17  Chart Strength 18.3.16  Chart Strength 4.11.15  Chart Strength
ACC 6 6 8 19 19 14
Ambuja Cements 10 3 20 18 15 18
Anjani Portland Cement 30 20        
Birla Corporation 7 strongest 1 strongest 10 16 13
Century Textiles & Industries  11 4 14 2 17 16
Dalmia Bharat strongest 2 4 7 7 4
Deccan Cements 19 22 13      
Grasim Industries 13 10  6 strongest 5 5
Gujarat Sidhee Cement 18 27 24      
HeidelbergCement India 4 26 15 17 6 9
HIL 12 5        
India Cements  28 23 5 4 14 17
Jaiprakash Associates 26 15  17 22 21 20
J K Cement  8 13  3 6 9 8
JK Lakshmi Cement 27 25  10 13 11 7
Kakatiya Cement Sugar & Industrie 22 11  19 20 4  
KCP 17 12  18 12 8 strongest
Keerthi Industries 23 24        
Kesoram Industries 31 31  22 16 20 19
Mangalam Cemen 15 12 14 18 15
OCL India 2 8        
Orient Cement 25 28  25 23 12 11
Panyam Cements & Mineral Industri 29 30  21 8    
Prism Cement 14 19  7 15  13 12
Ramco Cements 16 2 1 strongest 3
Sagar Cements  21 21  9 9    
Sanghi Industries 9 14        
Saurashtra Ceme 3 16  23 21 10 6
Shree Cement  20 17  16 11 3 2
Shree Digvijay Cement Company 24 29        
UltraTech Cement 24 18  11 5 2 10
Cement above 200-dma 81% 84% 84% 87% 43% 40%

Note
Most of the above leading cement stocks are from NSE index like Nifty 50, Nifty Next and Nifty Midcap. They are also from BSE index like S&P Sensex, BSE-100 and BSE-200. Few stocks are from BSE-500.
Construction and infrastructure activities require large amount of cement. Transport of cement is costly but that insulates cement from imports. Increase in freight rates and coal price affect this sector. It is said that cement producers form cartel and keep the price of cement up.
Foreign companies have shown great interest in Indian cement companies. Swiss cement major Holcim controls ACC and Ambuja Cements.

  • Stocks trading above 200 day moving average  laughing
        Shares are shown in blue colour
  • Stocks trading below but close to 200 day moving average smile
        Shares are shown in orange colour
  • Stocks trading much below 200 day moving average frown
        Shares are shown in red colour

Cement Sector Trend

Out of the 31 leading Cement stocks 25 are trading above 200 day moving average.
That means 81% of cement stocks are trading above 200-dma. 
The fall in price of oil and coal will do a lot of good for this sector.
With big incentive for the housing sector there is good demand for cement and steel.

Outperformers: Dalmia Bharat, OCL India, Saurashtra Cement, HeidelbergCement India, UltraTech Cement, ACC.
Underperformers: Kesoram Industries, Anjani Portland Cement, Panyam Cements & Mineral, India Cements.

Stocks with stable up move over longer period 
• Dalmia Bharat, Grasim Industries, J K Cement.

World largest Cement Companies 
LafargeHolcim, Switzerland
Anhui Conch, China
CNBM China 
HeidelbergCement, Germany
Italcementi, Italy
Cemex, Mexico

Largest Cement Producing Countries
China
India
USA

 

Cement companies capacity utilization in %
FY2011    77
FY2012   74
FY2013E   71
FY2014E   71
FY2015E   75

E=estimate
[Source: DNA dated 18 December 2012]

 

Top Cement capacities  MTPA
1. UltraTech Cement  52
2. Jaypee Cement  33
3. ACC  30
4. Ambuja Cements  27
5. India Cements  16

[Source: Economic Times dated 17 October 2012]

Related topic
Commodities