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Why Pakistan's cement sector could rally in FY2027

Saad Hanif names Cherat Cement and DG Khan Cement among his top investment picks.

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Pakistan's cement sector is expected to stage a stronger recovery in FY2027, with dispatches projected to grow by 7% to 9% as lower interest rates, improving macroeconomic conditions and a rebound in construction activity support demand.

In this episode of Stock Watch, powered by Chase Securities, Nukta's Muazam Tahir and Shahbaz Ashraf speaks with Saad Hanif, Head of Research at Ismail Iqbal Securities, about the outlook for Pakistan's cement industry, the key drivers behind the expected recovery, and the companies best positioned to benefit.

Saad explains why Cherat Cement (CHCC) and DG Khan Cement (DGKC) are among his top picks, highlighting their strong balance sheets, attractive valuations and lower price-to-earnings (P/E) multiples.

Watch the full discussion to understand the investment case for Pakistan's cement sector, the risks and opportunities ahead, and which stocks could outperform in FY2027.

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