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...
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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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HSIE Results Daily: Siemens Energy, Shree Cement, ABB India, Sundaram Finance...
Siemens Energy: Siemens Energy Ltd (SEL) delivered a muted quarter with revenue/EBITDA/APAT of INR 17.8/3.4/2.6bn, miss on our estimates by -12.1/...
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JSW Cement Pre-IPO - Leveraging Synergies of the JSW Group but Has High Debt
JSW Cement has launched a smaller IPO of up to INR 36bn (US$412m) in a INR139–147 range, with the primary component cut down to INR 16bn from INR...
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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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