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10 Feb 2025
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Construction Materials
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Axis Direct
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Sector Update
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Top Conviction Ideas - UltraTech Cement Ltd, JK Cements Ltd, Ambuja Cements Ltd
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06 Jan 2025
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Construction Materials
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Axis Direct
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Sector Update
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Q3FY25 Earnings Preview - CEMENT
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13 Nov 2024
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Construction Materials
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Axis Direct
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Sector Update
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Top Conviction Ideas Cement: UltraTech Cement Ltd; JK Cements Ltd ; Ambuja Cements Ltd
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07 Oct 2024
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Construction Materials
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Prabhudas Lilladhar
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Sector Update
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08 Jul 2024
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Construction Materials
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Axis Direct
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Sector Update
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Our top positive plays are: UltraTech Cement; Shree Cement; ACC Ltd; Birla Corporation; JK Cement; JK Lakshmi
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13 Jun 2024
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Construction Materials
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IDBI Capital
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Sector Update
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03 Jun 2024
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Construction Materials
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Axis Direct
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Sector Update
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Top Sector Ideas - Cement Q4FY24
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26 Apr 2024
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Construction Materials
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IDBI Capital
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Sector Update
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05 Apr 2024
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Construction Materials
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Axis Direct
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Sector Update
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Cement - Q4FY24 Earnings Preview
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11 Mar 2024
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Construction Materials
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Prabhudas Lilladhar
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Sector Update
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26 Feb 2024
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Construction Materials
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IDBI Capital
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Sector Update
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21 Feb 2024
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Construction Materials
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BOB Capital Markets Ltd.
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Sector Update
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Cement: Q3FY24 Review Cost savings lift margins
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20 Feb 2024
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Construction Materials
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BOB Capital Markets Ltd.
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Sector Update
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Softer fuel (pet coke) cost aided 560bps YoY EBITDA margin expansion on average for our cement coverage in Q3
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20 Feb 2024
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Construction Materials
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BOB Capital Markets Ltd.
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Sector Update
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Currency Outlook: Fortnightly forex review. JKLC: Volumes slow, headwinds continue retain SELL. Insurance: Q3FY24 Review Private insurers dominate the quarter. Building Materials: Q3FY24 Review Soft quarter on poor demand and margin pressure
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16 Feb 2024
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Construction Materials
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Axis Direct
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Sector Update
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Top Sector Ideas - Cement Q3FY24
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11 Jan 2024
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Construction Materials
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Trendlyne Analysis
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Sector Update
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The Indian cement sector is currently seeing a phase of rapid consolidation. Smaller players are either being acquired or struggling to survive, as large players threaten their margins with price wars.
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05 Jan 2024
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Construction Materials
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Axis Direct
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Sector Update
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Cement - Q3FY24 Earnings Preview
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28 Dec 2023
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Construction Materials
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IDBI Capital
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Sector Update
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11 Dec 2023
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Construction Materials
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Prabhudas Lilladhar
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Sector Update
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29 Nov 2023
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Construction Materials
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IDBI Capital
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Sector Update
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