Result Update:Dalmia Bharat
Axis Direct
We maintain our BUY recommendation on the stock.
Summary | Date | Stock | Author | LTP | Target | Price at reco (Change since reco%) |
Upside(%) | Type | Report | Discuss | |
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24 Jul 2025 | Dalmia Bharat |
Axis Direct
|
2267.10 | 2550.00 | 2269.10 (-0.09%) | 12.48 |
Buy
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24 Jul 2025 | UltraTech Cement |
Deven Choksey
|
12257.00 | 14299.00 | 12372.00 (-0.93%) | 16.66 |
Buy
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Q1FY26 performance stood strong; Eyes improvement in margin and volume for sustained outperformance
Deven Choksey
UltraTech Cement’s revenue stood at INR 212.8 Mn, up 13.1% YoY (-7.8% QoQ), in-line with our expectations. Revenue Growth was driven by robust volume expansion of 9.7% YoY to 36.8 MT, aided by recent acquisitions and network integration.
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22 Jul 2025 | JK Cement |
Axis Direct
|
6618.50 | 6530.00 | 6490.00 (1.98%) | Target met |
Hold
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22 Jul 2025 | UltraTech Cement |
Prabhudas Lilladhar
|
12257.00 | 13634.00 | 12452.00 (-1.57%) | 11.23 |
Accumulate
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Ultratech Cement (UTCEM IN) Q1FY26 Result Update Strong...
Prabhudas Lilladhar
Demand outlook in the North and Central regions remains relatively weak due to the monsoon, while pricing in the South and East continues to improve. higher pricing. Average grey cement realization improved 2.1% QoQ, led by price hikes mainly in the Southern and Eastern regions. Cons volumes grew 9.7% YoY to 36.8mt (Kesoram volumes included in the base) aided by 2.18mt...
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22 Jul 2025 | UltraTech Cement |
Axis Direct
|
12257.00 | 13840.00 | 12452.00 (-1.57%) | 12.92 |
Buy
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22 Jul 2025 | UltraTech Cement |
ICICI Securities Limited
|
12257.00 | 14600.00 | 12577.00 (-2.54%) | 19.12 |
Buy
|
A convincing start to FY26
ICICI Securities Limited
Industry leader UltraTech Cement (UTCEM) has made a convincing start to FY26 with Q1FY26 EBITDA surging 46% YoY (in line with our estimate) riding benefits of improved price environment, M&A benefits driving industry superior volume growth and sustained efficiency enhancement measures.
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21 Jul 2025 | Ambuja Cements |
Axis Direct
|
614.95 | 657.00 | 613.25 (0.28%) | 6.84 |
Buy
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21 Jul 2025 | India Cements |
Motilal Oswal
|
354.85 | 280.00 | 343.45 (3.32%) | 21.09 |
Sell
|
Improved cost control drives EBITDA beat
Motilal Oswal
India Cements (ICEM) reported EBITDA of INR819m (21% beat) in 1QFY26 vs. operating loss of INR310m in 1QFY25. The improvement in operating performance was led by cost control measures, as opex/t was down ~15% YoY in 1QFY26.
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21 Jul 2025 | JK Cement |
Motilal Oswal
|
6618.50 | 7300.00 | 6416.00 (3.16%) | 10.30 |
Buy
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21 Jul 2025 | JK Cement |
Anand Rathi
|
6618.50 | 7678.00 | 6416.00 (3.16%) | 16.01 |
Buy
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21 Jul 2025 | JK Cement |
Emkay
|
6618.50 | 7300.00 | 6416.00 (3.16%) | 10.30 |
Buy
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21 Jul 2025 | UltraTech Cement |
Motilal Oswal
|
12257.00 | 14600.00 | 12577.00 (-2.54%) | 19.12 |
Buy
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20 Jul 2025 | Nuvoco Vistas |
Prabhudas Lilladhar
|
417.45 | 422.00 | 387.70 (7.67%) | 1.09 |
Accumulate
|
Nuvoco Vistas Corporation (NUVOCO IN) Q1FY26 Result update ...
Prabhudas Lilladhar
at 1516%, shorter lead distance, and hybrid wind-solar in the North. Nuvoco Vistas (NUVOCO) reported strong operating performance in Q1FY26, led by higher pricing and 6% YoY volume growth. Pure cement realization grew by 5.5% QoQ, driven by price hikes taken in the eastern region since Mar'25. Operating costs declined due to lower RM costs (long-term contract for slag)...
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19 Jul 2025 | Nuvoco Vistas |
ICICI Securities Limited
|
417.45 | 400.00 | 387.70 (7.67%) | Target met |
Hold
|
Compelling valuations; but debt concerns warrant caution
ICICI Securities Limited
Nuvoco Vistas Corp’s (Nuvoco) current valuation (of 8.5x FY27E EV/EBITDA) appears quite compelling. Further, buoyant cement prices were instrumental in propelling its Q1FY26 EBITDA by an impressive 51% YoY (being 5% ahead of our estimate).
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18 Jul 2025 | Savy Infra and Logistics |
Minerva Capital Research Solutions
|
120.00 |
IPO Note
|
IPO NOTE
Minerva Capital Research Solutions
Strong order book: INR 430 Cr.+ providing revenue growth visibility, 12 ongoing projects of INR 201 Cr. to be executed by Aug’25, Upcoming order book (received & confirmed) of INR 230.5 Cr. with project commencement from May’25 to Aug’25
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17 Jul 2025 | SRM Contractors |
Minerva Capital Research Solutions
|
485.20 | 500.20 (-3.00%) |
Not Rated
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Company Note
Minerva Capital Research Solutions
Order Book of INR 1,461 Cr. (representing 2.8x FY25 revenues) as on Mar’25 with strategic priority on slope and tunnel projects which yield higher profitability further supported by recent credit rating upgrade and experienced management track record.
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11 Jul 2025 | Skipper |
FundsIndia
|
468.30 | 569.00 | 475.20 (-1.45%) | 21.50 |
Buy
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09 Jul 2025 | JK Cement |
Motilal Oswal
|
6618.50 | 7300.00 | 6392.50 (3.54%) | 10.30 |
Buy
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08 Jul 2025 | Larsen & Toubro |
Ventura
|
3468.60 | 4448.00 | 3606.40 (-3.82%) | 28.24 |
Buy
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02 Jul 2025 | Ambuja Cements |
Motilal Oswal
|
614.95 | 700.00 | 594.20 (3.49%) | 13.83 |
Buy
|
Accelerating transformation; growth drivers in place
Motilal Oswal
We attended the plant visit event organized by ACEM at its Marwar Mundwa plant in Rajasthan, where we interacted with the senior management team, followed by a tour of the plant.
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