Pre Union Budget Expectations 2024-25: Budget Likely to Strengthen the Narrative of “Viksit Bharat”
The impact of the Union Budget on the equity market has reduced notably over the past few years with the government undertaking most of the reforms...
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Cement (Q1FY25 Results Preview): Weak Pricing Continues to Offset Cost Gains
Demand growth slows in Q1FY25: The slowdown in construction activities during the general elections in April and May has adversely impacted cement...
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Cement Q1fy25 Result Preview: Moderation in Demand, Pricing Weak
This moderation was due to factors such as the general election, extreme heat conditions, labour shortages, and unseasonal rain in some regions.
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Equity Investment Strategy: Post Lok Sabha Election 2024
On 4th June 2024, three election results were due 1) Loksabha election 2024, 2) State election results of Andra pradesh, and 3) State election...
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Q4FY24 Cement Review – Higher Volume & Easing Cost Pressure Drive EBITDA Growth
The companies under our coverage reported Volume/Revenue/EBITDA/APAT growth of 12%/9%/28%/36% YoY against expectations of 9%/8%/24%/20%.
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