Cement sector sees 5% price surge in Q1FY26; UltraTech, JK Cement top buy

The Indian cement sector demonstrates resilience with rising prices despite subdued demand, particularly in the South and East regions. Capacity expansions are expected, potentially intensifying competition. UltraTech Cement and JK Cement are recommended as buys, with positive growth outlooks driven by cost efficiencies and strategic expansions, respectively.

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