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.
123 Views
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.
344 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...
797 Views
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...
484 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...
428 Views