Heidelberg Cement India Ltd - Operating Performance Better Than Expected.
The company reported a volume growth of 9% YoY in Q2FY26, driven by better demand in its operating region, which was above expectations.
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Heidelberg Cement India Ltd - Mixed Earnings; Maintain SELL
Volume Growth: The company reported a volume growth of 11% YoY in Q1FY26, driven by better demand in its operating region, which was above...
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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...
167 Views
JSW Cement IPO Trading - Overall Demand Lags Recent Listings
JSW Cement raised about US$410m in its India IPO. We have covered various aspects of the deal in our previous note. In this note, we will talk...
475 Views
JSW Cement IPO - RHP Updates, Peer Comp and Thoughts on Valuations
JSW Cement is looking to raise about US$410m in its India IPO. In this note, we talk about the RHP updates, peer comp and implied valuations in the...
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