印度建材行业正迎来需求拐点。Axis证券分析师伊莎·沙阿在最新报告中指出，随着政府大规模基建计划全面铺开，2026财年起建材市场将迎来强劲复苏浪潮。当前市政工程已带动瓷砖、管道、卫浴及电气设备等细分领域需求显著提升。
报告分析称，基建投资持续推动水泥、钢材和管道需求增长，而城镇化住房项目则为终端装饰材料注入持久动力。在产业复苏背景下，该机构首次覆盖格林普里工业（Greenply Industries）与塞拉洁具（Cera Sanitaryware），双双给予"买入"评级，目标价分别看至385卢比和8500卢比。
资本市场已提前反应行业利好。格林普里股价今日大涨4.5%至317.85卢比，塞拉洁具同步攀升4.0%至6769.15卢比，双双跑赢大盘。分析师强调，当前政策驱动效应正沿产业链逐级传导，从基础建材到终端卫浴产品的需求共振格局已初步形成。
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