Make in India – A Leap of Faith
On Feb 13th, 2016, "Make in India" week was flagged off in Mumbai. 5000 delegates from 190 companies based in 60 countries participated in the...
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ACC, Holcim & Anhui Conch: A Cross-Country Benchmarking Study of Cement Sector Leaders
In preparing this insight, I have tried to compare ACC (as an Indian Cement Sector Proxy) to Holcim and Anhui Conch. Â I discuss Long Term trends...
519 Views
MS-India Index Earning Revision (Feb): Mahindra & Mahindra, Indian Oil, LTIMindtree
We analyzed MS-India's consensus for Feb 2026 and highlighted changes of EPS in Mahindra & Mahindra, Indian Oil, LTIMindtree, Jindal Steel & Power,...
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Ambuja Cement Q2 Preview: Seasonal Weakness or a Strategic Pause in the 140 MTPA Road?
​Ambuja Cement aims for 140 MTPA capacity by FY28 with INR1,500 per tonne EBITDA target, focusing on integrating recent acquisitions and managing...
563 Views
JSW Cement IPO Trading - Overall Demand Lags Recent Listings
JSW Cement raised about US$410m in its India IPO. We have covered various aspects of the deal in our previous note. In this note, we will talk...
575 Views