# Cement, FMCG firms see demand revival, price hikes cushioned

2026-08-09T14:40:31+00:00 | Business & Economy | Indian Opinion Desk

Corroboration: 1 independent outlet

Cement makers expect industry volume growth of 7-8 per cent in FY27, driven by government infrastructure spending and housing demand, despite higher fuel and freight costs linked to the West Asia crisis. UltraTech CFO Atul Daga called the cost pressure a real headwind, while Ambuja Cements projected its own volumes up 8 per cent. Dalmia Bharat plans capex of Rs 3,200-3,400 crore and UltraTech Rs 8,000-10,000 crore annually. Fast-moving consumer goods firms are also optimistic. Hindustan Unilever, Dabur, Marico and others say calibrated price hikes of around 5 per cent have protected demand, and fears of a K-shaped recovery are receding. Crude prices, which spiked to $126 a barrel, have stabilised below $80, and the monsoon deficit has narrowed from 35 per cent to 13 per cent, easing rural demand worries.

## Coverage

- millenniumpost.in <https://www.millenniumpost.in/business/cement-makers-expect-7-8-growth-in-current-fiscal-despite-west-asia-headwinds-661280>
- livemint.com <https://www.livemint.com/industry/retail/fmcg-firms-consumer-goods-demand-k-shaped-recovery-price-hike-11786263198446.html>

Tags: cement industry, fuel costs, FY27 outlook, infrastructure spending, UltraTech Cement, West Asia crisis
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