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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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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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10 Jan 2024
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Construction Materials
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KRChoksey
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Sector Update
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The cement sector witnessed stellar demand in H1FY24, on the back of lower rainfall, power and fuel expenses. In Q2FY24, the cement stocks under our coverage witnessed strong volume growth of 15% to 37% YoY; however, these numbers are unlikely to be repeated anytime soon.
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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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20 Nov 2023
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Construction Materials
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BOB Capital Markets Ltd.
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Sector Update
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SAIL: Profit outlook restrained; maintain HOLD. Automobiles: Q2FY24 Review Cruising along. Cement: Q2FY24 Review Cost savings lift Q2 margins; volumes to bolster H2
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15 Nov 2023
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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 Q2FY24
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