External broker reports(aggregated public sources), Axis Direct

Axis Direct

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

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External broker reports(aggregated public sources)

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank 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>Capacity Expansion Progressing Well: Shree Cement’s capacity expansion strategy remains firmly on track, reflecting its commitment to narrowing the scale gap with larger peers and strengthening its market position.</li><li>The company’s current installed capacity stands at 62.8 MTPA across India, and with ongoing projects advancing as planned, total capacity is expected to reach 68.8 MTPA by the end of FY26.</li><li>This well-calibrated expansion underpins a projected volume CAGR of around 6% over FY25–FY27E, supported by enhanced regional presence and incremental contributions from new capacities.</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>

Capacity Expansion Progressing Well: Shree Cement’s capacity expansion strategy remains firmly on track, reflecting its commitment to narrowing the scale gap with larger peers and strengthening its market position.The company’s current installed capacity stands at 62.8 MTPA across India, and with ongoing projects advancing as planned, total capacity is expected to reach 68.8 MTPA by the end of FY26.This well-calibrated expansion underpins a projected volume CAGR of around 6% over FY25–FY27E, supported by enhanced regional presence and incremental contributions from new capacities.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.

Shree Cement Limited - Missed Margin Estimates on Higher Costs; Retain BUY