HSIE Results Daily: UltraTech Cement
Unitary EBITDA fell 20/17% YoY/QoQ to INR 1,046/MT. The company is hopeful that cost inflation has peaked out and, with demand picking up, all of...
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Better placed vs peers; preferred pick
We expect UltraTech Cement (UTCEM) to continue to post industry leading growth and profitability over FY21-24E backed by low-cost brownfield...
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HSIE Results Daily: UltraTech Cement, L&T Infotech
L&T Infotech: We maintain ADD on L&T Infotech (LTI), following a robust Q2 (beat on revenue and margin) and strong growth visibility for H2, based...
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Margins to sustain despite cost escalations
UltraTech Cement’s (UTCEM) Q2FY22 consolidated EBITDA at Rs27.1bn (flat YoY) is broadly in line with consensus estimates. Consolidated volumes grew...
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UltraTech Cement: Margin Stays Firm; Outlook Remains Healthy
The new organic capacities are being added at lower capital cost (US$60/t) that will help in boosting return ratios (to generate 16-18% IRR)...
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