CEMENT - Q2FY27: Result Preview
The domestic cement demand environment remained relatively resilient through Q2FY27 despite the seasonal disruption from the southwest monsoon.
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Primer: Ambuja Cements (ACEM IN) - Aug 2026
Aggressive Expansion and Market Position: Now part of the Adani Group, Ambuja Cements is pursuing an aggressive capacity expansion strategy...
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EM Materials: The Recovery Trade
Materials is emerging from deep under-ownership, combining low positioning with the strongest positive rotation in GEM. Inflows into China and S....
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Ambuja Cements Limited - Performance Below Estimates On Higher Cost; Retain BUY
Capacity Addition to Support Volume and Revenue Growth: The company is expanding capacity from 109 MTPA (including 8.5 MTPA from Orient Cement) to...
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Ambuja Cement: Focus on Cost Reductions and Margin Expansion. Maintain BUY
We interacted with Ambuja Cements’ management during its Sanghipuram plant visit, arranged by the company. Management highlighted overall demand...
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