June 2024 mein cement dispatches 3.55 million tons rahin, jo ke 13% YoY aur 17% MoM kam hain. Eid ke doran kam working days ki wajah se monthly sales mein kami dekhi gayi, jabke May mein total cement dispatches mein recovery hui thi. Local dispatches mein 12% YoY aur exports mein 18% YoY kami rahi.
FY24 mein local cement volumes 5% YoY kam rahin, jo ke high inflation aur elevated financing costs ki wajah se hua. Lekin exports mein 56% YoY izafa dekhne ko mila, jo ke local sales ki decline ko offset kar gaya aur total dispatches mein 2% YoY growth hui.
Federal Budget FY25 mein sector ke liye measures (higher FED, progressive tax rates for property transactions) ki wajah se cement demand muted rehne ki umeed hai. Phir bhi, sector ke liye positive outlook maintain karte hain, jo ke margin gains, monetary easing cycle aur FY25 ke liye attractive valuations ki wajah se support hota hai.
