Cement Q2fy23 Preview - Recovery on Cards Despite a Weak Quarter
Traditionally Q2 is a soft quarter for cement producers from a demand perspective as it nosedives owing to the monsoon season impacting...
400 Views
Heidelberg Cement India Ltd - Resilient Performance Amidst Challenges.
Robust revenue growth: The company recorded revenue of Rs 2,297 Cr in FY22, registering an encouraging growth of 8.5% YoY.
254 Views
HSIE Results Daily: Hindustan Unilever, Ambuja Cement, ICICI Lombard, Heidelberg Cement
Hindustan Unilever: HUL reported higher-than-expected revenue and volume growth; however, volume growth saw sequential deceleration on three-year CAGR
219 Views
Cement - Cost Inflation Continues, Margin Contracts
High volume growth on a low base YoY: We estimate that 15 companies under coverage would report ~7% QoQ aggregate seasonal sales volume decline.
283 Views
Cement Sector - Elevated Energy Costs to Weigh on Margins
1QFY23 earnings for the cement sector will be muted as we expect margin pressure to continue in the near term due to higher operating costs,...
408 Views