Primer: ACC Ltd (ACC IN) - May 2026
Post-Acquisition Synergies and Expansion: Following its acquisition by the Adani Group, ACC is poised to benefit from significant operational...
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ACC Ltd - Robust Operating Performance; Maintain BUY
In Q2FY26, the company posted a robust 20% YoY increase in volumes (cement plus clinker), reaching 11.4 mtpa, supported by higher sales under MSA
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Indian Cement Industry: Can Price Hikes Offset the Geopolitical Shock?
Indian cement sector experiences severe margin compression due to INR 400 per tonne cost shock, despite strong Q4 volume growth.
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Cement (Q3FY26 Results Preview): Muted demand, stable prices, healthy margins
Cement demand fails to accelerate in Q3FY26: The industry was expecting cement demand to accelerate toward ~10% growth in H2FY26E following the GST...
436 Views
HSIE Results Daily: Bharat Petroleum Corporation, Ambuja Cement, Sundaram Finance...
Bharat Petroleum Corporation: We maintain our REDUCE rating on Bharat Petroleum (BPCL), with a target price of INR 345, owing to the risk of weak...
216 Views