New Delhi, June 20 -- Investors in shares of plastic pipe manufacturers and ceramic tile makers should keep expectations low for the ongoing June quarter (Q1FY26).

The demand for plumbing pipes is likely to be weak, while slower government spending on construction projects is seen hurting demand for infrastructure pipes. Plus, early monsoon arrival could adversely impact demand for agricultural pipes.

Moreover,the average realisation for major pipe companies is likely to remain under pressure sequentially in Q1FY26.

"Dealers indicated that pipe companies have taken a price hike of 2.5-5.0% in Q1FY26 (quarter-to-date) to pass on the impact of recent increase in poly vinyl chloride(PVC) resin prices.

However, average pipe realization is...