The article suggests that top cement companies Ambuja Cements, UltraTech Cement, and JK Cement are expected to perform well in 2025 as dealers anticipate a revival in demand. The article cites several reasons for this expectation, including:
* Government infrastructure spending: The Indian government has announced plans to increase infrastructure spending, which is expected to drive demand for cement.
* Real estate revival: The real estate sector is showing signs of revival, with a increase in demand for housing and commercial spaces.
* Rural growth: Rural areas are expected to drive growth in the cement sector, with increased demand for affordable housing and infrastructure development.
As a result, dealers are betting on these three companies, with Ambuja Cements being considered a top buy due to its strong brand reputation and large customer base. UltraTech Cement is also expected to perform well, with its large capacity and presence in multiple markets. JK Cement is seen as a dark horse, with potential for growth driven by its increasing presence in the eastern region and its focus on niche segments.