Cement (Q4FY24 Results Preview): Weak pricing dampens industry margin
Demand firmed up but at the expense of pricing: In our view, cement demand again firmed up in Q4FY24 on a strong pick-up in non-trades sales
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Cement - Q4FY24 Earnings Preview
After observing a slowdown in demand growth during Q3FY24, the momentum in cement demand accelerated in Q4FY24, despite facing a higher base from...
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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...
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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).
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