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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Thematic Report: India’s EV Curve Is Accelerating into Untapped Segments
​India aims for 30% EV sales by 2030 to reduce oil imports, cut emissions, and position as a global clean mobility leader through mandates,...
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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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Thematic Report on GST 2.0 Regime: Who Gains, Who Loses as India Bets on Demand Revival.
​India's GST 2.0 reform cuts tax rates on essentials, durables, autos, and healthcare, potentially boosting consumption but risking fiscal deficits.
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