BSE NSE listed Cement Shares 9Nov18  Chart Strength 12Jun18  Chart Strength 15Nov17 Chart Strength 8Sep17  Chart Strength 2Jun17  Chart Strength 28Mar17  Chart Strength 18.3.16  Chart Strength 4.11.15  Chart Strength
ACC 6 27 6 6 8 19 19 14
Ambuja Cements 11 20 10 3 20 18 15 18
Anjani Portland Cement 12 16 30 20        
Birla Corporation 17 18 7 1 strongest 1 strongest 10 16 13
Century Textiles & Industries  13 26 11 4 14 2 17 16
Dalmia Bharat 10 6 1 strongest 2 4 7 7 4
Deccan Cements 28 30 19 22 13      
Grasim Industries 7 4 13 10  6 1 strongest 5 5
Gujarat Sidhee Cement 25 2 18 27 24      
HeidelbergCement India 2 5 4 26 15 17 6 9
HIL 1 strongest 1 strongest 12 5        
India Cements  15 28 28 23 5 4 14 17
Jaiprakash Associates 27 14 26 15  17 22 21 20
J K Cement  32 13 8 13  3 6 9 8
JK Lakshmi Cement 30 31 27 25  10 13 11 7
Kakatiya Cement Sugar & Industrie 19 11 22 11  19 20 4  
KCP 8 12 17 12  18 12 8 1 strongest
Keerthi Industries 29 17 23 24        
Kesoram Industries 24 23 31 31  22 16 20 19
Mangalam Cemen 23 25 15 12 14 18 15
NCL Industries 16              
OCL India   8 2 8        
Orient Cement 21 19 25 28  25 23 12 11
Panyam Cements & Mineral Industri 22 29 29 30  21 8    
Prism Cement   21 14 19  7 15  13 12
Rain Industries  14              
Ramco Cements 9 3 16 2 1 strongest 3
Sagar Cements  18 10 21 21  9 9    
Sanghi Industries 33 9 9 14        
Saurashtra Ceme 26 24 3 16  23 21 10 6
Shree Cement  5 22 20 17  16 11 3 2
Shree Digvijay Cement Company 4 7 24 29        
Shri Keshav Cements and Infra 31              
Star Cement 20              
UltraTech Cement 3 15 24 18  11 5 2 10
Above 200-dma 9% 6% 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

Technical Trend of Cement Sector stocks 

Out of the 33 leading Cement stocks only 3 are trading above 200 day moving average.
That means only 9% of cement stocks are trading above 200-dma. 
With big incentive for the housing sector there is good demand for cement and steel.
Construction activities are subdued during monsoon period.
Increase in the price of oil and GST could have affected the cement sector.

Outperformers: HIL, HeidelbergCement India, UltraTech Cement, Shree Digvijay Cement Company.
Underperformers: Sanghi Industries, J K Cement, Shri Keshav Cements and Infra, JK Lakshmi Cement.

Stocks with stable up move over longer period 
• • Dalmia Bharat, Grasim Industries, HIL.

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]

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Commodities