Top Conviction Ideas - “Cement”
Companies under our coverage delivered YoY growth of 16% in volume, 22% in revenue, 60% in EBITDA, and 195% in PAT, beating our expectations.
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Cement (Q2FY26 Results Preview): Muted demand, stable prices, healthy margins
vDemand remains subdued in Q2FY26: As per discussions with cement companies, dealers and marketing executives, cement demand failed to firm up in...
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Q2FY26 - Consolidated Earnings Preview
The Q2FY26 earnings season was marked with interesting events: 1) Mixed trends in US policies, 2) Indian currency depreciation, 3) Slower uptick in...
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Q2FY26 Earnings Preview - CEMENT
Cement demand in Q2FY26 is expected to show single-digit YoY growth due to seasonal monsoon weakness, following robust 12% volume growth observed...
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Indian Cement: Cost Headwinds Meet Robust Demand, Forging Pricing Power
​Pan-India cement prices rise 8% due to increased costs, signaling a shift in industry dynamics and companies' pricing power to protect margins.
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