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
296 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...
405 Views
Axis Research Scorecard Report - Dec 22
Axis New Year Picks: We are proud to announce our exclusive report: Axis New Year Picks 2023 – Focus on 6 Golden Themes.
408 Views
Pick of the Week - JK Lakshmi Cement Ltd
JK Lakshmi Cement (JKLC) is a dominant player in the cement industry in its key markets of North and West India and derives 75% of its revenue from...
270 Views
Axis Research Scorecard Report for the month of November 2022
Axis Alpha: Axis Alpha reported a dream monthly strike rate of 100% in Nov’22. It continued to deliver robust returns with absolute profits of over...
347 Views