External broker reports(aggregated public sources), Axis Direct

Axis Direct

External broker reports(aggregated public sources)

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<ul><li>The company is scaling up its cement production capacity from 20 MTPA to 28 MTPA by FY27-28 to meet the growing demand, which is in line with the projected growth in the economy and cement consumption.</li><li>The expansion plan includes setting up three new grinding units along with capacity enhancements at the existing Maihar and Kundanganj plants.</li><li>These initiatives will further strengthen its position in its core markets, where operations are already running at over 100% capacity. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

The company is scaling up its cement production capacity from 20 MTPA to 28 MTPA by FY27-28 to meet the growing demand, which is in line with the projected growth in the economy and cement consumption.The expansion plan includes setting up three new grinding units along with capacity enhancements at the existing Maihar and Kundanganj plants.These initiatives will further strengthen its position in its core markets, where operations are already running at over 100% capacity. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Birla Corporation Ltd - Outlook Remains Positive; Retain BUY

<ul><li>Strategic Growth Initiatives: Birla Corporation is well-positioned for future growth, with plans underway to expand its production capacity to 27.6 Mn tonnes per annum (MTPA) from 20 MTPA by 2028.</li><li>This expansion, coupled with an increasing focus on cost-saving measures like green power usage and waste heat recovery, will likely further enhance margins and market share.</li><li>We forecast volume growth of 7% CAGR over FY25-27E.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Strategic Growth Initiatives: Birla Corporation is well-positioned for future growth, with plans underway to expand its production capacity to 27.6 Mn tonnes per annum (MTPA) from 20 MTPA by 2028.This expansion, coupled with an increasing focus on cost-saving measures like green power usage and waste heat recovery, will likely further enhance margins and market share.We forecast volume growth of 7% CAGR over FY25-27E.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Axis Punch: Birla Corporation Ltd - 08th August, 2025

<ul><li>New capacity announced: With earlier expansions stabilising at Mukutban (Maharashtra) and Chanderia (Rajasthan), and a strong foothold in central India, Birla Corporation Limited is entering its next growth phase.</li><li>The Board, along with subsidiary RCCPL Private Limited, has approved a Rs 4,335 Cr investment to increase production capacity from 20 Mn tons to 27.6 Mn tons by 2028–29.</li><li>This will involve expanding an integrated unit and setting up three new grinding units in Prayagraj (1.4 mtpa), Gaya (2.8 mtpa), and Aligarh (2 mtpa). </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

New capacity announced: With earlier expansions stabilising at Mukutban (Maharashtra) and Chanderia (Rajasthan), and a strong foothold in central India, Birla Corporation Limited is entering its next growth phase.The Board, along with subsidiary RCCPL Private Limited, has approved a Rs 4,335 Cr investment to increase production capacity from 20 Mn tons to 27.6 Mn tons by 2028–29.This will involve expanding an integrated unit and setting up three new grinding units in Prayagraj (1.4 mtpa), Gaya (2.8 mtpa), and Aligarh (2 mtpa). Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Birla Corporation Limited - Beat on All Fronts; New Capacity Announced

External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

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Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>We maintain a BUY rating on Birla Corporation (BCORP) with an unchanged target price of INR 1,490/share (8x its FY27E consolidated EBITDA)</li><li>In our recent interactions, the management noted that cement demand has firmed up in Q4FY25 and BCORP is on track to deliver 6-8% YoY volume growth in H2FY25, as per its recent guidance</li><li>We estimate the company will deliver 7% YoY volume growth (+15% QoQ) in Q4FY25 as against -3/7% growth in H1/Q3FY25</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

We maintain a BUY rating on Birla Corporation (BCORP) with an unchanged target price of INR 1,490/share (8x its FY27E consolidated EBITDA)In our recent interactions, the management noted that cement demand has firmed up in Q4FY25 and BCORP is on track to deliver 6-8% YoY volume growth in H2FY25, as per its recent guidanceWe estimate the company will deliver 7% YoY volume growth (+15% QoQ) in Q4FY25 as against -3/7% growth in H1/Q3FY25Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Birla Corporation: Demand and Pricing Looking Up. Maintain BUY

<ul><li>Volume growth: During the quarter, the company experienced a 7% improvement in volume to 5.4 mtpa YoY, achieving a 92% capacity utilisation rate.</li><li>The company’s performance was led by the Chanderia unit, which benefited from higher traction in demand and prices in northern India.</li><li>The company aims to grow its volume at 7-8% in H2FY25. We pencil in volume growth CAGR of 7% over FY24-26E.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Volume growth: During the quarter, the company experienced a 7% improvement in volume to 5.4 mtpa YoY, achieving a 92% capacity utilisation rate.The company’s performance was led by the Chanderia unit, which benefited from higher traction in demand and prices in northern India.The company aims to grow its volume at 7-8% in H2FY25. We pencil in volume growth CAGR of 7% over FY24-26E.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Birla Corporation Limited - Robust Volume Growth; Margin Improvement Gradual

India

Birla Corporation Limited is a manufacturing company that produces and sells cement, automobile trim parts, jute goods, synthetic and cotton yarns, and PVC floor coverings and coated fabrics. The Group also manufactures calcium carbide, ferromanganese, silico manganese, oxygen and iron and steel castings.

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Birla Corp Ltd (BCORP IN)

Birla Corporation Ltd - Outlook Remains Positive; Retain BUY

The company is scaling up its cement production capacity from 20 MTPA to 28 MTPA by FY27-28 to meet the growing demand, which is in line with the...

Axis Direct

Axis Punch: Birla Corporation Ltd - 08th August, 2025

Birla Corporation is well-positioned for future growth, with plans underway to expand its production capacity to 27.6 Mn tonnes per annum (MTPA)...

Axis Direct

Birla Corporation Limited - Beat on All Fronts; New Capacity Announced

With earlier expansions stabilising at Mukutban (Maharashtra) and Chanderia (Rajasthan), and a strong foothold in central India, Birla Corporation...

Axis Direct

Birla Corporation: Demand and Pricing Looking Up. Maintain BUY

We maintain a BUY rating on Birla Corporation (BCORP) with an unchanged target price of INR 1,490/share (8x its FY27E consolidated EBITDA)

HDFC Securities

Birla Corporation Limited - Robust Volume Growth; Margin Improvement Gradual

Volume growth: During the quarter, the company experienced a 7% improvement in volume to 5.4 mtpa YoY, achieving a 92% capacity utilisation rate.

Axis Direct

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