Cement Q3fy23 Preview - Cost Pressure to Ease, Demand Outlook Encouraging
Traditionally, H2 (second half of the year) stands out to be a favourable period for cement producers from a demand perspective as it revives after...
484 Views
Orient Cement Ltd - Capacity Expansion Delayed; Downgrade to HOLD
OCL reported flattish Revenue growth YoY (below expectation) in Q1FY23 while reporting Volume/EBITDA/APAT degrowth of 3%/74%/117% YoY (below...
346 Views
Cement (Q2FY23 Results Preview): Healthy offtake; costs to peak out in Q2
Healthy volumes; mixed pricing trend across regions: We estimate our coverage universe of 15 companies to deliver 8% YoY volume growth (three-year...
205 Views
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...
397 Views
HSIE Results Daily: ITC, NTPC, Ashok Leyland, The Ramco Cements, Alkyl Amines
ITC: ITC delivered a strong revenue and EBITDA growth and the beat was largely on account of a sharp jump in the non-cigarette business
258 Views