The Indian cement sector is growing rapidly even as it is the second largest producer in the world. The surge goes beyond short-term election sizzle and is built on strong structural foundations. As demand builds over the medium term, supply will likely not keep pace, leading to improving operating ratios. It is the larger players who building this future, with capacity utilisations wildly varying between regions and seasons. The Report discusses the potential for organic capex in each region of India, while also offering a perspective on inorganic expansion. It concludes that the North has potential for additions beyond those already announced, even as the East and Central regions are fecund ground for inorganic deals
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