2025-26年,印度水泥利润增加250-300个基点,原因是需求增加和成本降低。 Indian cement profits to rise 250-300 basis points in 2025-26 due to higher demand and lower costs.

根据一份Crisil报告,印度水泥制造商预计2025-26财政年度利润率将增加250-300个基点,其驱动因素是销售量增加6.5%-7.5%,收益率提高。 Indian cement manufacturers are projected to see profit margins rise 250-300 basis points in fiscal year 2025-26, driven by a 6.5-7.5% sales volume increase and stronger realisations, according to a Crisil report. 在后半期,需求增加、流动性改善和GST从28%降至18%可能会将零售价格降低4-5%,但预计溢价和强劲需求将抵消这一影响。 Higher demand, improved liquidity, and a GST reduction from 28% to 18% may lower retail prices by 4-5% in the second half, but premiumisation and strong demand are expected to offset this. 预计当年的实现率将增长2.5-3.5%,尽管原材料成本上升,但电力和运费费用较低导致总成本稳定。 Realisations are forecast to grow 2.5-3.5% for the year, with stable overall costs due to lower power and freight expenses, despite elevated raw material costs. 尽管地缘政治风险、监管变化或自然灾害可能会扰乱能源成本和影响结果,但业务利润率预计将从先前财政的16%扩大到18-20%。 Operating margins are expected to expand to 18-20% from 16% in the prior fiscal, though geopolitical risks, regulatory changes, or natural disasters could disrupt energy costs and impact results.