Pre Union Budget Expectations 2026-27
The Finance Minister is set to present the Union Budget for FY2026–27 on 1 st February 2026, at a time when India stands out amid a challenging...
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Cement (Q3FY26 Results Preview): Muted demand, stable prices, healthy margins
Cement demand fails to accelerate in Q3FY26: The industry was expecting cement demand to accelerate toward ~10% growth in H2FY26E following the GST...
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Q3FY26 - Consolidated Earnings Preview
Q3FY26 earnings season unfolded against a relatively more stable macro and policy backdrop, marked by a confluence of supportive domestic factors...
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Q3FY26 Earnings Preview - CEMENT
Robust volume growth is expected to continue into Q3FY26, supported by housing demand and government-led infrastructure spending.
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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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