Q4FY23 - Consolidated Earnings Preview
Q4FY23 earnings season was marked by weaker macro, rising interest rates, banking challenges in the US and European markets, and moderation in...
338 Views
Cement - Q4FY23 Earnings Preview
Demand momentum began on a good note in Jan 2023 followed by some softness in Feb’23 and concluded on a higher note despite the higher base of the...
618 Views
Ambuja Cements Limited - Robust Operating Performance
The synergies with the group resulted in a cost reduction of 9% on a per tonne basis sequentially and more cost optimization is expected which...
395 Views
Cement (Q3FY23 Results Preview): Decent volume offtake, recovery in profitability
We estimate that our coverage universe of 15 companies will deliver 10/8% YoY/QoQ volume growth (three-year CAGR: +6%) in Q3FY23
381 Views
Cement Q3fy23 Preview - Cost Pressure to Ease, Demand Outlook Encouraging
Traditionally, H2 (second half of the year) stands out to be a favourable period for cement producers from a demand perspective as it revives after...
484 Views