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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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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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18 Oct 2023
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Construction Materials
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ICICI Securities Limited
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Sector Update
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EXIM data for the month of Aug’23 has been a mixed bag. Tile exports stood at 61.9 MSM, growing robustly by 59.3% YoY (+11.3% MoM) with GCC countries (~17%), Iraq (~7%) and USA (~6%) being the top export destinations. Tile exports for Apr–Aug’23 remained strong at 253 MSM (+36.8% YoY).EXIM: MDF imports strong; tile exports shine on
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