Cement (Q2FY24 Results Preview): Robust demand for sixth consecutive quarter
Demand momentum remains robust: We estimate our coverage universe of 15 companies will deliver strong 12% YoY volume growth (four-year CAGR: 9%) in...
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Cement - Q2FY24 Earnings Preview
Following robust volume growth in Q1FY24, cement demand momentum continued in Q2FY24, although Q2 is typically impacted by seasonal fluctuations...
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Dalmia Bharat Limited - Volume To Grow, Pricing a Concern
DBL reported subdued set of numbers during the quarter as its Volume/Revenue /EBITDA grew by 13%/10%/4% (below expectation) driven by better demand
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HSIE Results Daily: UltraTech Cement, United Spirits, Mphasis, Persistent Systems, Dalmia Bharat
UltraTech Cement: We maintain BUY on UltraTech (UTCEM) with an unchanged target price of INR 9,305 (16.5x Mar-25E consolidated EBITDA)
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Axis Annual Analysis - Dalmia Bharat Ltd
Dalmia Bharat Limited (DBL) –is one of the established cement playersin India. The company expanded its cement capacity from 35.9 MTPA to 38.6 MTPA.
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