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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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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JSW Cements - Another Cement IPO in India Exactly 4 Yrs Later
JSW Cement lists at $180/t, a premium despite weaker near-term performance, stands out on ESG as slag cement player. Poised for aggressive...
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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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