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...
405 Views
HSIE Results Daily: ICICI Lombard, L&T Technology Services, Sonata Software
ICICI Lombard: ICICI Lombard (ICICIGI) printed NEP 9% ahead of estimates (+18% YoY); however, reinvestments into building the retail health agency...
138 Views
Heidelberg Cement India Limited - Volume Growth Still Lagging; Downgrade to HOLD
Heidelberg Cement’s reported Revenue/ EBITDA/ APAT de-growth of 12%/59%/88%during the quarter on account of volume de-growth of 19% YoY and higher...
134 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...
134 Views
Cement Q2fy23 Preview - Recovery on Cards Despite a Weak Quarter
Traditionally Q2 is a soft quarter for cement producers from a demand perspective as it nosedives owing to the monsoon season impacting...
281 Views