External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

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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.

External broker reports(aggregated public sources)

Indian Flexible Workspaces: A Strategic Comparative Analysis of Market Leaders

Defensive Pivots in Gold Lending: How NBFCs Are Fighting the 50% Banking Takeover?

AC Industry Turnaround: Riding The Great Indian Cooling Boom from El Niño to GST Cuts

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.

Thematic (Sector/Industry)

India Materials / Thematic (Sector/Industry)

<ul><li>Cement demand fails to accelerate in Q3FY26: The industry was expecting cement demand to accelerate toward ~10% growth in H2FY26E following the GST rate cut</li><li>However, based on discussions with cement companies, dealers, and marketing executives, cement demand in Q3FY26 remained subdued at ~5% YoY, similar to H1FY26</li><li>Weak demand in the first half of the quarter impacted overall growth</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>

Cement demand fails to accelerate in Q3FY26: The industry was expecting cement demand to accelerate toward ~10% growth in H2FY26E following the GST rate cutHowever, based on discussions with cement companies, dealers, and marketing executives, cement demand in Q3FY26 remained subdued at ~5% YoY, similar to H1FY26Weak demand in the first half of the quarter impacted overall growthContent 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.

Cement (Q3FY26 Results Preview): Muted demand, stable prices, healthy margins