New Delhi, Nov. 14 -- New cement price increases and a seasonal revival in demand are expected to support an improvement in the sector's operating performance in the third quarter of FY27, although persistent cost inflation and additional capacity additions could limit the extent of margin recovery, according to a research report by Dolat Capital.

The brokerage expects cement companies' EBITDA per tonne to increase by Rs 135, or 16.2 per cent, sequentially in Q3FY27, supported by a projected 2.1 per cent increase in blended realisations and a 0.3 per cent decline in operating expenses per tonne.

The report noted that cement prices in the trade segment increased by Rs 9 per bag in October 2026, following a Rs 6 per bag hike in September....