MS-India Index Earning Revision (Jul): ICICI Bank, Vedanta, Mahindra & Mahindra, HDFC Bank
We analyzed MS-India's consensus for Jul 2026 and highlighted changes of EPS in ICICI Bank (ICICIBC IN), Vedanta (VEDL IN), Mahindra & Mahindra (MM...
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Cement (Q2FY23 Results Preview): Healthy offtake; costs to peak out in Q2
Healthy volumes; mixed pricing trend across regions: We estimate our coverage universe of 15 companies to deliver 8% YoY volume growth (three-year...
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Cement Q2fy23 Preview - Recovery on Cards Despite a Weak Quarter
Traditionally Q2 is a soft quarter for cement producers from a demand perspective as it nosedives owing to the monsoon season impacting...
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Cement - Cost Inflation Continues, Margin Contracts
High volume growth on a low base YoY: We estimate that 15 companies under coverage would report ~7% QoQ aggregate seasonal sales volume decline.
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Cement Sector - Elevated Energy Costs to Weigh on Margins
1QFY23 earnings for the cement sector will be muted as we expect margin pressure to continue in the near term due to higher operating costs,...
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