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...
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Ambuja Cement Q2 Preview: Seasonal Weakness or a Strategic Pause in the 140 MTPA Road?
Ambuja Cement aims for 140 MTPA capacity by FY28 with INR1,500 per tonne EBITDA target, focusing on integrating recent acquisitions and managing...
451 Views
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...
232 Views
Cement Wars: Ultratech Vs Adani Cements
Indian cement industry sees strong demand in Q4 FY25, but faces challenges in April 2025 due to heatwaves. In this insight, we are covering Q4...
662 Views
The Beat Ideas: Adani Cements: Massive 140 MTPA Capacity Expansion, A Roadmap to FY28
Ambuja Cements, founded by Sekhsaria and Neotia, was acquired by Adani in 2022 for INR 49,620 crore, with plans to increase production capacity to...
387 Views