印度水泥工业每年增长7%,11月价格由于合并和高杠杆而上涨。 India's cement industry to grow 7% yearly, with prices rising in November due to consolidation and high leverage.

根据汇丰银行全球研究,根据基础设施项目、住房需求和政府举措的推动,预计印度水泥工业在今后三年内每年增长7%。 India's cement industry is projected to grow at 7% annually over the next three years, driven by infrastructure projects, housing demand, and government initiatives, according to HSBC Global Research. 前四家公司现在控制了57%的市场,合并可望提高定价力。 The top four companies now control 57% of the market, with consolidation expected to boost pricing power. 水泥价格可能从11月开始上涨,原因是小公司之间的杠杆作用很大,大公司和类似借贷公司之间发生价格战的意愿有限。 Cement prices may rise starting in November due to high leverage among smaller firms and limited willingness for price wars among larger, similarly leveraged companies. 汇丰银行预测,由25至28财政年度每吨EBITDA为13%的CAGR,由25至28财政年度得到逐步价格上涨的支持。 HSBC forecasts a 13% CAGR in EBITDA per ton from FY25 to FY28, supported by gradual price increases. 在25财政年度需求下降3%之后,预计增长将恢复并稳定在每年6%至7%的水平。 After a 3% demand decline in FY25, growth is expected to recover and stabilize at 6-7% annually.