Cement - Q4FY23 Earnings Preview
Demand momentum began on a good note in Jan 2023 followed by some softness in Feb’23 and concluded on a higher note despite the higher base of the...
499 Views
Orient Cement Limited - Capacity Expansion Delayed; Maintain HOLD!
The Capacity expansion plan announced earlier by the company has not progressed much and the management has indicated that it would take a firm...
363 Views
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
295 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...
400 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