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Brinks Report > Blog > Business > Cement Stocks Set to Explode? $2.2 Trillion in Infra Could Change Everything by 2030
Business

Cement Stocks Set to Explode? $2.2 Trillion in Infra Could Change Everything by 2030

Dolon Mondal
Last updated: June 10, 2025 5:17 pm
Dolon Mondal
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Trulli

The cement industry is gearing up for a major leap. With India planning to invest nearly $2.2 trillion in infrastructure by 2030, the demand for cement is set to skyrocket. That’s great news for cement manufacturers—especially ACC Cement, part of the Adani Group, which now produces nearly 30% of India’s cement.

Adani’s Cement Charge

In April 2025, Adani’s cement business crossed a milestone: 100 million tonnes per annum (MTPA) in capacity. They’re now aiming for 140 MTPA by FY 2027-28. That’s not just scaling up—it’s setting the pace.

Trulli

Speaking in ACC’s latest annual report, Chairman Karan Adani said, “The infrastructure sector, vital to realising India’s economic ambitions, is projected to require $2.2 trillion in investment. As a key enabler, the cement industry stands to benefit significantly.”

Translation? Cement is the quiet backbone of India’s big dreams.

Also Read Coforge, Mphasis surge up to 4%: IT stocks rally on US-China trade talk hopes

Synergy is the Secret Weapon

What gives Adani Cement the edge isn’t just scale—it’s the ecosystem. From ports to railways, Adani’s control over logistics helps ACC move faster and cheaper. They’ve also got access to raw materials and energy at minimal costs, thanks to the group’s mining and power assets.

ACC is also deepening its Master Supply Agreement with Ambuja Cement, streamlining costs and improving efficiency across the board.

Going Green While Growing Fast

But it’s not just about scale. ACC is investing in digitalisation and pushing hard on ESG goals—making operations cleaner and smarter. From smarter plants to greener practices, they’re trying to keep growth sustainable.

Sector Outlook: Solid

India’s cement sector is expected to grow 6-7% annually, touching 475-480 million MT by FY 2025-26. The current installed capacity stands at 686 MT, and there’s still room to grow.

With infrastructure spending on the rise and private players scaling up, the cement industry isn’t just building structures—it’s building India’s next era.

Also Read Suzlon Energy Q4 Net Up 365%; Promoters Sell ₹1,300 Cr Stake—Bullish Signal Ahead?

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