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GST reforms to boost operating profit of cement companies by Rs 100-150 per MT in FY26

September 23, 2025

New Delhi, Sep 23

The reduction in Goods and Services Tax (GST) will boost the operating profit of cement companies by Rs 100-150 per metric tonne (MT), a report said on Tuesday.

The government move will also reduce overall construction expenses in rural housing by 0.8-1 per cent, boosting volumes and supporting enhanced capacity addition.

Backed by the healthy cement demand, average cement realisation (ex-factory price excluding GST) is expected to rise by 3-5 per cent in FY26, even as the input prices are expected to remain range-bound, credit rating agency ICRA said in its report.

Further, Operating Profit Before Interest, Taxes, Depreciation, and Amortisation (OPBIDTA) is likely to improve by 12-18 per cent to Rs 900-950/MT in FY2026, it added.

 

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