Cement - Strong Demand, Fuel Pressure Easing Out
We estimate our coverage universe of 15 companies to deliver strong 9/14% YoY/QoQ volume growth (four-year CAGR: 7%) in Q4FY23
480 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...
630 Views
Birla Corporation Limited -High Operating Cost Dents Profitability
The company’s volume growth in 9MFY23 stood at 13% and we expect the growth momentum to continue in Q4FY23 as well as in FY24.
291 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...
489 Views