印度水泥部门在26财政年度增长,原因是尽管房地产疲软,但基础设施支出强劲,需求不断增长。 India's cement sector grows in FY26 due to strong infrastructure spending and rising demand, despite weak real estate.

尽管房地产活动疲软,但由于需求强劲、物价上涨和政府基础设施支出增加,预计26财政年度印度的水泥部门将增长。 India's cement sector is projected to grow in FY26, driven by strong demand, rising prices, and increased government infrastructure spending, despite weak real estate activity. 水泥价格在经过整顿后于2025年底回升,需求仍然具有弹性,特别是在第四季度,州政府上限年同比上涨15%,2025年4月至12月政府上限总体增长约15%。 Cement prices recovered in late 2025 after a correction, and demand remains resilient, especially in the fourth quarter, supported by a 15% year-on-year rise in state government capex and overall government capex growth of about 15% for April–December 2025. 虽然中央政府和CPSE Capex在2026年1月急剧下降,但预计27财政年度预算计划增加的Capex将保持势头,预计工业量将在中位数增长。 Although central government and CPSE capex declined sharply in January 2026, higher planned capex in the FY27 budget is expected to sustain momentum, with industry volumes forecast to grow in the mid-single digits.