UltraTech Cement Limited - Robust Operating Performance; Retain BUY
The company’s capacity expansion plan is progressing well. Its total grinding capacity currently stands at 165.8 mtpa in India, following the...
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Top Conviction Ideas - “Consolidated Q2FY26”
Companies under our coverage delivered YoY growth of 16% in volume, 22% in revenue, 60% in EBITDA, and 195% in PAT, beating our expectations.
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Top Conviction Ideas - “Cement”
Companies under our coverage delivered YoY growth of 16% in volume, 22% in revenue, 60% in EBITDA, and 195% in PAT, beating our expectations.
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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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Q2FY26 Earnings Preview - CEMENT
Cement demand in Q2FY26 is expected to show single-digit YoY growth due to seasonal monsoon weakness, following robust 12% volume growth observed...
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