External broker reports(aggregated public sources), Axis Direct

Axis Direct

External broker reports(aggregated public sources)

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Thematic (Sector/Industry)

<ul><li>Cement demand to moderate: Cement demand moderation continues in Q2FY25, impacted by seasonality, heavy rainfall, and delays in budgetary allocation of funds for infra-related projects.</li><li>Q1FY25 was affected by factors such as the general election, extreme heat conditions, labour shortages, and unseasonal rain in some regions.</li><li>Historically, moderation in cement demand has been observed during election years. According to provisional numbers released by the Office of the Economic Adviser, cement demand grew by 9% in FY24.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Cement demand to moderate: Cement demand moderation continues in Q2FY25, impacted by seasonality, heavy rainfall, and delays in budgetary allocation of funds for infra-related projects.Q1FY25 was affected by factors such as the general election, extreme heat conditions, labour shortages, and unseasonal rain in some regions.Historically, moderation in cement demand has been observed during election years. According to provisional numbers released by the Office of the Economic Adviser, cement demand grew by 9% in FY24.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

External broker reports(aggregated public sources), Motilal Oswal Financial Services Limited

Motilal Oswal

Motilal Oswal Financial Services Limited

Motilal Oswal Financial Services Limited is an Indian diversified financial services firm offering a range of financial products and services. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<ul><li>K Cement (JKCE) has been strategically expanding capacity using a balanced approach of improving the regional mix, lowering capex, and ensuring an adequate spread of integrated and grinding units.</li><li>Further, the company has been successful in ramping up capacity utilization of its new plants.</li><li>Recently, JKCE has unveiled its long-term capacity target of 50mtpa by FY30 vs.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

K Cement (JKCE) has been strategically expanding capacity using a balanced approach of improving the regional mix, lowering capex, and ensuring an adequate spread of integrated and grinding units.Further, the company has been successful in ramping up capacity utilization of its new plants.Recently, JKCE has unveiled its long-term capacity target of 50mtpa by FY30 vs.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

JK Cement - Strategic Expansions Aiding Growth

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

<ul>
<li>Hindalco to Invest INR 2,450 Crore in Gujarat Copper and E-Waste Projects</li>
<li>JK Cement Plans INR 30 Billion Capacity Expansion by FY26</li>
<li>Hindustan Zinc Unveils $2.5 Billion Expansion Plan to Double Output</li>
</ul>


Hindalco to Invest INR 2,450 Crore in Gujarat Copper and E-Waste Projects
JK Cement Plans INR 30 Billion Capacity Expansion by FY26
Hindustan Zinc Unveils $2.5 Billion Expansion Plan to Double Output


# 60 India Insight: Hindalco INR 2,450 Cr Investment, JK Cement & Hindustan Zinc Capacity Expansion

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

<ul>
<li>SEBI has overhauled F&amp;O eligibility criteria, introducing stricter norms for stock inclusion and exclusion for more active stocks. </li>
<li>As per calculation, New criteria will include 80 stocks and exclude 18 to 23, impacting market liquidity and stability.</li>
<li>This will lead to the creation of a more robust, transparent, and liquid for the F&amp;O Market.</li>
</ul>


SEBI has overhauled F&amp;O eligibility criteria, introducing stricter norms for stock inclusion and exclusion for more active stocks. 
As per calculation, New criteria will include 80 stocks and exclude 18 to 23, impacting market liquidity and stability.
This will lead to the creation of a more robust, transparent, and liquid for the F&amp;O Market.


SEBI's F&O Criteria Revision & Its Impact

<ul><li>In FY24, JK Cement reported a robust cement sales volume of 19.09 million tonnes per annum (MTPA), up 18% YoY from 16.23 MTPA in FY23, with grey and white cement sales up 19% and 9% respectively.</li><li>Growth was driven by an excellent demand environment, boosted by pre-election spending and the addition of new capacity during the year.</li><li>The company’s EBITDA margins improved to 17.8% in FY24 from 13.4% in FY23, an increase of 440 basis points.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

In FY24, JK Cement reported a robust cement sales volume of 19.09 million tonnes per annum (MTPA), up 18% YoY from 16.23 MTPA in FY23, with grey and white cement sales up 19% and 9% respectively.Growth was driven by an excellent demand environment, boosted by pre-election spending and the addition of new capacity during the year.The company’s EBITDA margins improved to 17.8% in FY24 from 13.4% in FY23, an increase of 440 basis points.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

JK Cements Ltd - Augmenting Capacity to Support Deeper Market Reach; Retain BUY!

India

JK Cement Limited produces and manufactures Portland and White cement products.

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JK Cement Ltd (JKCE IN)

Q2FY25 Earnings Preview - CEMENT

Cement demand to moderate: Cement demand moderation continues in Q2FY25, impacted by seasonality, heavy rainfall, and delays in budgetary...

Axis Direct

JK Cement - Strategic Expansions Aiding Growth

K Cement (JKCE) has been strategically expanding capacity using a balanced approach of improving the regional mix, lowering capex, and ensuring an...

Motilal Oswal

# 60 India Insight: Hindalco INR 2,450 Cr Investment, JK Cement & Hindustan Zinc Capacity Expansion

Major Indian companies Hindalco, JK Cement, and Hindustan Zinc announce significant investments and expansion plans to boost production and...

Sudarshan Bhandari

SEBI's F&O Criteria Revision & Its Impact

SEBI introduces stricter F&O eligibility criteria, impacting market liquidity and stability by including 80 stocks and excluding 18 to 23. #SEBI...

Nimish Maheshwari

JK Cements Ltd - Augmenting Capacity to Support Deeper Market Reach; Retain BUY!

In FY24, JK Cement reported a robust cement sales volume of 19.09 million tonnes per annum (MTPA), up 18% YoY from 16.23 MTPA in FY23

Axis Direct

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Q2FY25 Earnings Preview - CEMENT

Cement demand to moderate: Cement demand moderation continues in Q2FY25, impacted by seasonality, heavy rainfall, and delays in budgetary...

Axis Direct

JK Cement - Strategic Expansions Aiding Growth

K Cement (JKCE) has been strategically expanding capacity using a balanced approach of improving the regional mix, lowering capex, and ensuring an...

Motilal Oswal

# 60 India Insight: Hindalco INR 2,450 Cr Investment, JK Cement & Hindustan Zinc Capacity Expansion

​Major Indian companies Hindalco, JK Cement, and Hindustan Zinc announce significant investments and expansion plans to boost production and...

Sudarshan Bhandari

SEBI's F&O Criteria Revision & Its Impact

​SEBI introduces stricter F&O eligibility criteria, impacting market liquidity and stability by including 80 stocks and excluding 18 to 23. #SEBI...

Nimish Maheshwari

JK Cements Ltd - Augmenting Capacity to Support Deeper Market Reach; Retain BUY!

In FY24, JK Cement reported a robust cement sales volume of 19.09 million tonnes per annum (MTPA), up 18% YoY from 16.23 MTPA in FY23

Axis Direct

Major Indian companies Hindalco, JK Cement, and Hindustan Zinc announce significant investments and expansion plans to boost production and...

SEBI introduces stricter F&O eligibility criteria, impacting market liquidity and stability by including 80 stocks and excluding 18 to 23. #SEBI...