Cement Stocks To Buy: These 7 shares may lift your portfolio by up to 40% — Check list

Cement Stocks: Brokerages have flagged rising cost pressures for the cement sector, driven by higher energy prices linked to tensions in West Asia, while maintaining a largely positive stance on select stocks with a preference for pricing-led recovery.

Jefferies said cement companies could face cost inflation of about Rs 300 per tonne over Q4FY26 to Q2FY27 due to rising energy costs. It expects partial price hikes to offset the impact, but estimates EBITDA cuts of 4-9 per cent across the sector.

UltraTech Cement Share Price Target

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UltraTech Cement shares are trading at Rs 11,740, down 1.18 per cent so far in 2026 and marginally higher by 0.36 per cent over the past year, while remaining below their 52-week high of Rs 13,110 hit on February 10, 2026.

The stock has gained 10.79 per cent in the past month. Brokerages including Jefferies, BofA and HSBC have set target prices in the range of Rs 13,400 to Rs 14,025, implying an upside of about 14 per cent to 19 per cent from current levels.

UltraTech Cement shares are trading at Rs 11,740, down 1.18 per cent so far in 2026 and marginally higher by 0.36 per cent over the past one year, while remaining about 10 per cent below their 52-week high of Rs 13,110 hit on February 10, 2026.

The stock has gained 10.79 per cent in the past month. Brokerages including Jefferies, BofA and HSBC have set target prices in the range of Rs 13,400 to Rs 14,025, implying an upside of about 14 per cent to 19 per cent from current levels.

Shree Cement Share Price Target

Shree Cement shares are trading at Rs 24,890, down 7.27 per cent in 2026 so far and 20.05 per cent over the past one year, and around 23 per cent below the 52-week high of Rs 32,490 recorded on July 23, 2025.

The stock has gained 8.36 per cent in the past month. Brokerage targets from Jefferies, BofA and HSBC range between Rs 23,500 and Rs 27,530, suggesting a downside of about 6 per cent at the lower end and an upside of around 11 per cent at the higher end.

JK Cement Share Price Target

JK Cement shares are trading at Rs 5,499, flat so far in 2026 and up 8.67 per cent over the past one year, while trading about 27 per cent below the 52-week high of Rs 7,565.50 touched on August 20, 2025.

The stock has risen 9.92 per cent in the past month. Jefferies and HSBC have set target prices in the range of Rs 5,740 to Rs 6,705, implying an upside of about 4 per cent to 22 per cent.

Dalmia Bharat Share Price Target

Dalmia Bharat shares are trading at Rs 1,982, down 7.18 per cent year-to-date but up 6.08 per cent over the past one year, and about 21 per cent below the 52-week high of Rs 2,496.30 hit on September 17, 2025.

The stock has gained 7.77 per cent in the past month. Targets from Jefferies, BofA and HSBC are in the range of Rs 2,300 to Rs 2,500, indicating a potential upside of around 16 per cent to 26 per cent.

Ambuja Cement Share Price Target

Ambuja Cement shares are trading at Rs 456, down 18.57 per cent year-to-date and 18.33 per cent over the past one year, and about 27 per cent below the 52-week high of Rs 624.95 touched on July 22, 2025.

The stock has risen 7.15 per cent in the past month. Jefferies, BofA and HSBC have set target prices between Rs 590 and Rs 615, indicating a potential upside of around 29 per cent to 35 per cent.

ACC Share Price Target

ACC shares are trading at Rs 1,440, down 17.34 per cent so far in 2026 and 29.72 per cent over the past one year, and around 32 per cent below the 52-week high of Rs 2,119.90 touched on April 24, 2025.

The stock has gained 4.52 per cent in the past month. HSBC has set a target price of Rs 1,580, implying an upside of about 10 per cent from current levels.

Nuvoco Vistas Share Price Target

Nuvoco Vistas shares are trading at Rs 301, down 14.58 per cent year-to-date and 7.04 per cent over the past one year, and about 37 per cent below the 52-week high of Rs 477.50 touched on September 4, 2025.

The stock has risen 2.41 per cent in the past month. HSBC has initiated coverage with a target price of Rs 420, indicating a potential upside of around 40 per cent.