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
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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...
394 Views
HSIE Results Daily: Godrej Consumers, Bharat Petroleum Corporation, Jubilant FoodWorks
Godrej Consumers: GCPL’s consolidated revenue grew 7% YoY, with domestic/international clocking 8/6% YoY growth (9/8% three-year CAGR)
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Birla Corporation Ltd - Volume Growth Offsetby Higher Operating Cost;Retain BUY
The capacity utilization during the quarter was 74%on the higher base of the last quarter and the blended realization came in at Rs5,151/tonne, up...
158 Views
Cement (Q2FY23 Results Preview): Healthy offtake; costs to peak out in Q2
Healthy volumes; mixed pricing trend across regions: We estimate our coverage universe of 15 companies to deliver 8% YoY volume growth (three-year...
124 Views