Cement - Strong Demand, Fuel Pressure Easing Out
We estimate our coverage universe of 15 companies to deliver strong 9/14% YoY/QoQ volume growth (four-year CAGR: 7%) in Q4FY23
396 Views
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...
498 Views
Star Cement Limited - Robust Operating Performance; Maintain BUY!
Its 2 mtpa each capacity is getting operational in FY24/FY25 along with a 3 mtpa clinker unit in FY24, which would drive the company’s volume...
270 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
292 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...
394 Views