CEMENT - Q2FY27: Result Preview
The domestic cement demand environment remained relatively resilient through Q2FY27 despite the seasonal disruption from the southwest monsoon.
92 Views
UltraTech Cement Ltd - Strong Earnings Delivered; Maintain BUY
Capacity Expansion to Support Higher Volume Growth: The company’s capacity expansion programme is progressing as planned.
93 Views
UltraTech Cement Ltd - EBITDA Margin Above Expectations; Maintain BUY
Following the acquisition of India Cements’ assets, consolidated grinding capacity in India stands at 200 mtpa. The company plans to add 15.9 mtpa...
106 Views
High Conviction Ideas:Cement
Companies under our coverage reported Volumes/Revenue growth of 8%/9% while EBITDA/PAT de-grew by 1%/7% . This compares with our forecasts of 9%...
86 Views
Cement - Q1FY27 Earnings Preview
Government-led infrastructure spending, ongoing execution of roads, railways, metro projects, urban infrastructure and industrial capex continue to...
91 Views