Falling oil prices to boost cement makers' margins in H2 FY27: Report

Falling global oil prices are expected to lower petcoke and coal costs for cement makers, boosting margins in H2 FY27, as per Systematix Group report. Cement sector volumes rose 7.2% YoY in Q2 FY27. Price hikes in September–October and resilient demand of 8-9% are expected to support a sharp earnings recovery in coming quarters.