Ambuja Cement- Aggressive Game Plan. Maintain ADD
We deep-dive into Ambuja’s growth story under Adani. Adani has operationally consolidated all the operations for both ACC and Ambuja under Ambuja,...
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Ambuja Cements - In the Catbird Seat
ICICI Securities research report onAmbuja Cements Under Adani Group, Ambuja Cement (ACEM; consol) has narrowed the margin gap considerably versus...
196 Views
Ambuja Cements Limited - EBITDA Miss on Plant Shutdown; New Capacity to Drive Growth
ACL reported Volume/Revenue growth of 6%/8% YoY(above expectations) and EBITDA/PAT growth of 36%/39% (below expectation).
260 Views
GQG Calls Adani Names 5Yr "Multi-Baggers" - It Works at 30% EPS CAGR if You Torture the Numbers
This is an update on the Adani Names where GQG Partners purchased a US$1.8bn stake from the Promoters themselves. They are up 25% in a month. Which...
582 Views
Ambuja Cements Limited - In-Line Operating Performance; New Capacity to Drive Growth
ACL reported Volume/Revenue/EBITDA growth of 13%/8%/154% YoY(above expectations), led by higher volume and efficiency gains during the quarter.
329 Views