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
Orient Cement Ltd - Capacity Expansion Delayed; Downgrade to HOLD
OCL reported flattish Revenue growth YoY (below expectation) in Q1FY23 while reporting Volume/EBITDA/APAT degrowth of 3%/74%/117% YoY (below...
324 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
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...
276 Views