Cement: Demand stays strong; fuel costs cool off further
We expect industry volume to grow by ~9% YoY in FY24. We expect fuel prices to further correct by at least ~INR 100 per MT QoQ each in Q2/Q3FY24
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Cement - Q1FY24 Earnings Preview
TOP RESULT PICK: UltraTech Cement, Ambuja Cement, Dalmia Bharat, Birla Corporation, JK Lakshmi, Star Cement. After witnessing good volume growth in...
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Top Sector Ideas - Cement Sector
The companies under our coverage reported Volume/Revenue/EBITDA/APAT growth of +9%/+13%/-7%/- 19% YoY against expectation of +8%/+11%/0%/-17%.
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Top Picks - Upcoming Monsoon Critical for Broad-Based Recovery - June 2023
Axis Top Picks basket delivered impressive returns of 25% in the last one year, outperforming the benchmark Index NIFTY 50 (12% returns in one...
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HSIE Results Daily: Bajaj Finance, Maruti Suzuki, SBI Life Insurance
Bajaj Finance: Bajaj Finance (BAF) delivered yet another strong operating performance with RoA at over 5% and earnings growth of 30% YoY, despite a...
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