August 2024 ke dauran cement dispatches sirf 3.36 million tons report ki gayi, jo ke pichlay saal ke muqablay mein 26% kam hain. Is decline ka sabse bara sabab monsoon ki shiddat ko kaha ja raha hai, jis ne Monthly sales ko bohat suffer karna para. Local dispatches mein bhi 27% ka decline dekha gaya, jab ke exports mein 15% ki kami hui.
Pooray 2MFY25 ke dauran cement ki local demand bohat kamzor rahi, jis mein 21% ki kami dekhi gayi. Exports bhi bas sirf 1% se neeche rahe, magar yeh local dispatches mein hue decline ka wazeh tor par compensate nahi kar sake. Is wajah se total dispatches mein bhi 2MFY25 ke liye 18% ka nuqsan dekha gaya.
Federal Budget FY25 mein cement sector ke liye jo new rules and regulations lagaye gaye hain, jaise ke higher FED aur property transactions par progressive tax rates, yeh sab agle chand mahinon tak cement ki demand ko neeche rakhne mein ahm kirdar ada karenge.
Long term ke liye sector ka future dekha jaye to positive nazar ata hai, kyun ke cost efficiency aur monetary policy ke under aane wali changes ki wajah se margins mein behtari dekhi ja sakti hai. FY24 ke dauran, demand kam hone ke bawajood cement sector ne apni highest average gross margins hasil ki, jo ke FY17 ke baad sabse behtareen thi, aur is ka sabab behtar retention aur cost efficiencies rahi.
