Building Materials: Multiple tailwinds for a cheerful new year!
This report covers 15 major building material companies within the three categories of wood panel, tiles, and plastic pipes
429 Views
Building Materials (Q2FY23 Results Preview): Both tiles and pipes under pressure
In Q2FY23, we expect tiles volume to increase QoQ on good demand while we expect pipes demand to remain weak, owing to sharp fall in resin prices,...
134 Views
HSIE Results Daily: Havells India, JSW Energy, Kajaria Ceramics, ICICI Securities
Havells India: Havells delivered a strong topline performance, led by broad-based growth across all categories, with a beat on our RAC and...
315 Views
Building Materials - Tiles, Pipes Segments Face Cost Headwinds
In Q1FY23, we expect volumes of both tiles and plastic pipe companies to moderate QoQ. However, given last year’s low base, we expect a strong...
169 Views
Real Estate and Ceramics - Residential Demand Remains Strong; Commercial Demand in Recovering Phase
Demand for residential real estate continued to remain strong in 1QFY23 while a sharp recovery is expected in rental assets (malls/offices) as the...
309 Views