Sector Construction Materials - Latest news, views and updates - page 2

Construction Materials

SECTOR | 08 Apr 2025

Building Materials Jan-Mar'25 Earnings Preview Low volume growth...

buy

Construction Materials

Prabhudas Lilladhar

EBITDA and PAT are expected to decline by 20.6% and 24.1% YoY, respectively, mainly due to margin contraction of 380bps YoY, largely because of inventory losses and volatility in PVC resin prices. Supreme Industries and Astral are expected to post moderate sales growth of +3.2% and +4.3% YoY, respectively, with volume growth in the Pipes & Fittings (P&F)...

BP Wealth released a Sector Update report for Construction Materials on 10 Jul, 2025.

Construction Materials

SECTOR | 07 Apr 2025

Cement Jan-Mar'25 Earnings Preview Demand stays firm, cost...

buy

Construction Materials

Prabhudas Lilladhar

volume growth and a slight uptick in pricing during the quarter. Demand remained firm across regions, led by private builders and IHB segment, supported by a growing real estate market, increased government-led infrastructure activities, and the lifting of GRAP-3 restrictions imposed earlier in NCR due to pollution. However, certain challenges impacted pricing and overall growth. Labor shortages due to regional festivals in Jan'25, an increase in non-trade sales, and a volume push by companies to meet year-end sales targets restricted the scope for price hikes. Additionally, intense competition...

BP Wealth released a Sector Update report for Construction Materials on 10 Jul, 2025.

Construction Materials

SECTOR | 04 Apr 2025

Q4FY25 Earnings Preview - CEMENT

buy

Construction Materials

Axis Direct

Our Top Positive Plays: UltraTech Cement; JK Cement; JK Lakshmi Cement; Star Cement

BP Wealth released a Sector Update report for Construction Materials on 10 Jul, 2025.

Construction Materials

SECTOR | 01 Apr 2025

Cement Monthly Update Strong demand, but pricing stagnates...

buy

Construction Materials

Prabhudas Lilladhar

strong in Mar'25 and has been on an upward trend since late Dec'24. However, prices declined in a few regions in Mar'25, primarily due to dealers pushing volumes to meet year-end targets. Among key markets, Ahmedabad, Bhopal and Hyderabad saw a price decline of Rs10/bag, while prices remained unchanged in Jaipur, Chennai and Mumbai. In contrast, Delhi, Patna, Kolkata and Lucknow witnessed a price hike of ~Rs10/bag. As a result, all-India average price remained largely flat MoM at Rs352/bag. Looking ahead, with...

BP Wealth released a Sector Update report for Construction Materials on 10 Jul, 2025.

Construction Materials

SECTOR | 10 Feb 2025

Top Conviction Ideas - Cement

buy

Construction Materials

Axis Direct

Top Conviction Ideas - UltraTech Cement Ltd, JK Cements Ltd, Ambuja Cements Ltd

BP Wealth released a Sector Update report for Construction Materials on 10 Jul, 2025.

Construction Materials

SECTOR | 06 Jan 2025

Q3FY25 Earnings Preview - CEMENT

buy

Construction Materials

Axis Direct

Q3FY25 Earnings Preview - CEMENT

BP Wealth released a Sector Update report for Construction Materials on 10 Jul, 2025.

Construction Materials

SECTOR | 13 Nov 2024, 12:00AM

Top Conviction Ideas Cement

buy

Construction Materials

Axis Direct

Top Conviction Ideas Cement: UltraTech Cement Ltd; JK Cements Ltd ; Ambuja Cements Ltd

BP Wealth released a Sector Update report for Construction Materials on 10 Jul, 2025.

Construction Materials

SECTOR | 07 Oct 2024

Cement

buy

Construction Materials

Prabhudas Lilladhar

BP Wealth released a Sector Update report for Construction Materials on 10 Jul, 2025.

Construction Materials

SECTOR | 07 Oct 2024

Q2FY25 Earnings Preview - CEMENT

buy

Construction Materials

Axis Direct

TOP RESULT PICK Our Top Positive Plays: UltraTech Cement; Ambuja Cement; Dalmia Bharat Limited; JK Cement; Star Cement

BP Wealth released a Sector Update report for Construction Materials on 10 Jul, 2025.

Construction Materials

SECTOR | 08 Jul 2024

CEMENT Q1FY25 RESULT PREVIEW: MODERATION IN DEMAND, PRICING WEAK

buy

Construction Materials

Axis Direct

Our top positive plays are: UltraTech Cement; Shree Cement; ACC Ltd; Birla Corporation; JK Cement; JK Lakshmi

BP Wealth released a Sector Update report for Construction Materials on 10 Jul, 2025.