Top Sector Ideas - Cement (Q1FY25)
The companies under our coverage reported a Revenue/EBITDA/APAT de-growth of 1%/4%/9% YoY, against expectations of 0%/7%/4% growth.
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Cement (Q1FY25 Results Preview): Weak Pricing Continues to Offset Cost Gains
Demand growth slows in Q1FY25: The slowdown in construction activities during the general elections in April and May has adversely impacted cement...
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HSIE Results Daily: Bajaj Finance, LTIMindtree, Macrotech Developers
Bajaj Finance: Bajaj Finance (BAF) reported a mixed set of earnings with robust AUM growth (+34% YoY) despite a regulatory embargo on select products
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Long Term Compounders: Decadal Economic Trends Present Opportunities
India’s GDP is expected to double from its current level of USD 3.57trn (in FY24E) to USD 7trn in 2030. This will be a result of inherent...
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Cement (Q4FY24 Results Preview): Weak pricing dampens industry margin
Demand firmed up but at the expense of pricing: In our view, cement demand again firmed up in Q4FY24 on a strong pick-up in non-trades sales
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