Cement - Q4FY23 Earnings Preview
Demand momentum began on a good note in Jan 2023 followed by some softness in Feb’23 and concluded on a higher note despite the higher base of the...
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Quarterly tracker (Q3FY23): Commodity pressure easing, margin expansion on the cards
BFSI Strong credit growth reported by banks while deposit growth remained a challenge. Asset quality continued to improve and NIM expanded...
254 Views
ACC Limited - Better Synergies To Drive Growth. Maintain BUY
Business initiatives are expected to further bring down operating cost, reduce clinker factor, reduce logistics cost, improve sale of blended...
235 Views
Cement (Q3FY23 Results Preview): Decent volume offtake, recovery in profitability
We estimate that our coverage universe of 15 companies will deliver 10/8% YoY/QoQ volume growth (three-year CAGR: +6%) in Q3FY23
291 Views
Cement Q3fy23 Preview - Cost Pressure to Ease, Demand Outlook Encouraging
Traditionally, H2 (second half of the year) stands out to be a favourable period for cement producers from a demand perspective as it revives after...
388 Views