External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

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External broker reports(aggregated public sources)

HDFC securities is the best online trading platform for stocks, IPOs, mutual fund in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<ul><li>We interacted with the CEO and leadership team of Ambuja Cements (ACEM) during our Marwar Mundwa plant visit</li><li>The team appeared energized with defined goals such as: (1) capacity expansion and distribution-led market gains and (2) investment-led major opex reduction by FY28E</li><li>ACEM will be adding ~40mn MT capacities and is optimistic of reducing its opex by ~INR 500/MT by FY28E-end</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

We interacted with the CEO and leadership team of Ambuja Cements (ACEM) during our Marwar Mundwa plant visitThe team appeared energized with defined goals such as: (1) capacity expansion and distribution-led market gains and (2) investment-led major opex reduction by FY28EACEM will be adding ~40mn MT capacities and is optimistic of reducing its opex by ~INR 500/MT by FY28E-endContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Ambuja Cement: Targets Set, Execution Underway! Maintain ADD