Axis Securities has released an optimistic assessment of the cement sector, forecasting robust demand growth of 7-8% for FY26. The brokerage firm's analysis points to sustained infrastructure development and rising housing activity as the primary drivers behind this positive outlook.

Growth Drivers and Market Dynamics

The projected demand growth reflects the ongoing momentum in India's construction and infrastructure sectors. Government initiatives focused on infrastructure development, combined with increased activity in the housing segment, are expected to provide substantial support to cement consumption throughout FY26.

Seasonal Recovery Expectations

Axis Securities anticipates that cement companies will experience price recovery and margin improvement as the industry moves into Q4 FY26. This period traditionally represents the peak construction season, when demand typically reaches its highest levels due to favorable weather conditions and increased project activity.

Market Outlook

The brokerage's assessment suggests that the cement sector is well-positioned to capitalize on the expected demand upturn. The combination of infrastructure spending and housing market activity is likely to create a supportive environment for cement manufacturers, potentially leading to improved financial performance across the sector.

The positive outlook for FY26 reflects broader economic trends and government policy initiatives that continue to prioritize infrastructure development and urban housing projects, creating a favorable demand environment for cement companies.

Oasis Securities Limited , a non-banking financial company (NBFC), has announced its unaudited financial results for the quarter and half-year ended September 30, 2025, showcasing significant growth and financial stability.

Key Financial Highlights

The company's financial performance for the half-year ended September 30, 2025, demonstrates substantial improvements across various metrics:

Profit and Operational Performance

For the half-year ended September 30, 2025, Oasis Securities reported a profit before income tax of Rs 110.73 lakhs. This performance indicates the company's ability to generate substantial returns in its core NBFC activities.

Balance Sheet Strength

The company's balance sheet shows robust growth, with total assets increasing to Rs 1,470.81 lakhs as of September 30, 2025, compared to Rs 1,361.86 lakhs as of March 31, 2025. This 8.00% growth in total assets signifies the company's expanding operations and market presence.

Equity and Capital Position

Oasis Securities has strengthened its equity position, with total equity rising to Rs 1,472.46 lakhs from Rs 1,322.02 lakhs, marking an 11.38% increase. This enhancement in equity underscores the company's financial stability and its capacity to support future growth initiatives.

Loan Portfolio and Investments

The company's loan portfolio has seen significant expansion, growing by 19.06% to Rs 981.85 lakhs. This growth in loans suggests an increased demand for the company's financial products and services. Conversely, investments have decreased by 23.83% to Rs 319.07 lakhs, potentially indicating a strategic shift in asset allocation or market conditions.

Corporate Governance and Compliance

The financial results were reviewed by the Audit Committee and approved by the Board of Directors in their meeting held on November 13, 2025. Rajvanshi Associates, the statutory auditors, have conducted a limited review of these financial results, ensuring compliance with regulatory standards.

Future Outlook

While the company has not provided specific forward-looking statements, the robust growth in assets, equity, and loan portfolio positions Oasis Securities favorably for continued expansion in the NBFC sector. The company's focus on core NBFC activities suggests a strategic approach to capitalizing on market opportunities in financial services.

Investors and stakeholders may view these results as indicative of Oasis Securities' strong financial health and its potential for sustained growth in the coming quarters. However, as with all financial investments, market conditions and regulatory environments may impact future performance.