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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Indian Cement: Cost Headwinds Meet Robust Demand, Forging Pricing Power
Pan-India cement prices rise 8% due to increased costs, signaling a shift in industry dynamics and companies' pricing power to protect margins.
388 Views
Themes of India: Cement Industry Q3 Update
The overall indian cement industry is going under consolidation where 3-4 big players are gaining market share as well as acquiring different...
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Cement - Opportunities in India, Less so in Indonesia from the China Covid-19 Playbook
Construction (and consequently cement demand) will be relatively more resilient during a covid-19 lockdown and could outperform the market in the...
486 Views
Rural India: A Very Different Market, Even in Prosperous Pockets
Motoring through some of the tourist venues of Amritsar (Punjab) and the hilly and mainly rural centres of Dalhousie, Mcleodganj and Manali in...
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