Top Conviction Ideas - “Cement”
Companies under our coverage delivered YoY growth of 10% in volume, 16% in revenue, 40% in EBITDA and 45% in PAT, beating our expectations.
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HSIE Results Daily: Infosys, Dr Reddy’s Laboratories, Persistent Systems...
Infosys: Infosys delivered strong Q1FY26 performance, delivering market-leading sequential growth of 2.6% QoQ (organic ~2.2%) and 3.8% YoY in CC terms
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Cement: Margin Recovery Continues as Prices Firm Up
Subdued demand growth, despite a low base, cement prices continue to recover in east/south regions: Cement demand in Q1FY26 has been muted with ~4...
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Q1FY26 Earnings Preview - CEMENT
This positive momentum is expected to sustain into Q1FY26, supported by increased government capital expenditure and a revival in construction...
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Trump Tariffs - Possible Impact on Our Market
President Donald Trump and the White House revealed a list of U.S. “reciprocal tariff” rates that more than 180 countries and territories are set...
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