Top Conviction Ideas - “Consolidated Q1FY26”
In Q1FY26, companies under our coverage posted strong financial performance, with YoY growth of 10% in volumes, 16% in revenue, 40% in EBITDA, and...
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Top Conviction Ideas - “Cement”
Companies under our coverage delivered YoY growth of 10% in volume, 16% in revenue, 40% in EBITDA and 45% in PAT, beating our expectations.
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HSIE Results Daily: UltraTech Cement, Havells India, JK Cement, Can Fin Homes, Mastek
UltraTech Cement: We maintain BUY on UltraTech (UTCEM) with a revised target price of INR 12,800 (valuing it at 17x Mar-27E consolidated EBITDA)
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Cement: Margin Recovery Continues as Prices Firm Up
Subdued demand growth, despite a low base, cement prices continue to recover in east/south regions: Cement demand in Q1FY26 has been muted with ~4...
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Q1FY26 Earnings Preview - CEMENT
This positive momentum is expected to sustain into Q1FY26, supported by increased government capital expenditure and a revival in construction...
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