Construction & Materials sector: Divergent earnings amid rising raw material input
Posted: Jul 2, 2026
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Construction sector: Net profit growth slowed amid rising raw material costs despite continued backlog expansion.
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Steel sector: The domestic market remained a bright spot, while weak exports led to divergent earnings across producers.
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We expect the company’s leading market position, coupled with resilient domestic sales volumes and a healthy order backlog, to cushion earnings pressure in 2H26
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