Cement Sector in India:
https://www.ibef.org/industry/cement-india.aspx
With 502 million tonnes per year (mtpa) of cement production capacity as of 2018,_ India is the second largest cement producer in the world. The cement production capacity is estimated to touch 550 MT by 2020. Of the total capacity, 98 per cent lies with the private sector and the rest with the public sector. The top 20 companies account for around 70 per cent of the total production.
A total of 210 large cement plants together account for 410 million tonnes of installed capacity in the country, while 350 mini cement plants make up the rest. Of the total 210 large cement plants in India, 77 are located in the states of Andhra Pradesh, Rajasthan and Tamil Nadu. Cement production in India increased from 230.49 million tonnes in 2011-12 to 297.56 million tonnes in 2017-18. India’s exports of cement, clinker and asbestos cement increased at CAGR of 10.54 per cent between FY12-FY19 to reach US$ 484.24 million. During the same period imports of cement, clinker and asbestos cement stood at a CAGR of 7.99 per cent to US$ 158.49 million in FY19.
https://www.ibef.org/industry/cement-india.aspx
Market Size
Cement production capacity stood at 502 million tonnes per year (mtpy) in 2018. Capacity addition of 20 million tonnes per annum (MTPA) is expected in FY19- FY 21.
The Indian cement industry is dominated by a few companies. The top 20 cement companies account for almost 70 per cent of the total cement production of the country. A total of 210 large cement plants account for a cumulative installed capacity of over 410 million tonnes, with 350 small plants accounting for the rest. Of these 210 large cement plants, 77 are located in the states of Andhra Pradesh, Rajasthan and Tamil Nadu.
Investments
According to data released by the Department of Industrial Policy and Promotion (DIPP), cement and gypsum products attracted Foreign Direct Investment (FDI) worth US$ 5.28 billion between April 2000 and March 2018.
Some of the major investments in Indian cement industry are as follows:
As of December 2018, Raysut Cement Company is planning to invest US$ 700 million in India by 2022.
During 2017-18, Ultratech commissioned a greenfield clinker plant with a capacity of 2.5 MTPA and a cement grinding facility with 1.75 MTPA capacity in Dhar, Madhya Pradesh. The company is expecting to complete a 1.75 MTPA cement grinding facility and a 13 MW waste heat recovery system by September 2018 at the same location.
JK Cement is planning to invest Rs 1,500 crore (US$ 231.7 million) over the next 3 to 4 years to increase its production capacity at its Mangrol plant from 10.5 MTPA to 14 MTPA.
https://www.ibef.org/uploads/industry/Infrographics/large/Cement-Infographic-May-2019.pdf
Another view related to Stocks though
https://www.equitymaster.com/research-it/sector-info/cement/Cement-Sector-Analysis-Report.asp
https://economictimes.indiatimes.com/industry/indl-goods/svs/cement/cement-demand-likely-to-grow-8-in-fy20-report/articleshow/69131454.cms?from=mdr
https://www.insightssuccess.in/the-growth-of-cement-industry-in-india/
Recently, several foreign players have invested in the country and expected to be the contributor to major developments in the country aided by suitable government foreign initiatives. The growth of this sector is predicated because of the ready availability of the raw materials for making cement such as limestone and coal (Furnace).
