|
07 Oct 2022
|
Construction Materials
|
ICICI Direct
|
|
|
|
|
Sector Update
|
|
|
|
|
07 Oct 2022
|
Construction Materials
|
Axis Direct
|
|
|
|
|
Sector Update
|
|
|
Cement - Q2FY23 Earnings Preview
|
|
06 Oct 2022
|
Construction Materials
|
ICICI Securities Limited
|
|
|
|
|
Sector Update
|
|
|
Our channel checks suggest industry volumes in Sep’22 may report high single digit MoM growth owing to lower prices of steel and cement, lower rainfall (vs normal) in high-density areas of UP, Bihar and WB.
|
|
30 Sep 2022
|
Construction Materials
|
IDBI Capital
|
|
|
|
|
Sector Update
|
|
|
|
|
08 Sep 2022
|
Construction Materials
|
ICICI Securities Limited
|
|
|
|
|
Sector Update
|
|
|
Our channel checks suggest industry volumes are likely to report flat to low single-digit volume growth YoY (despite high base) during Aug’22 to ~29mnte, implying a relatively strong pan-India clinker utilisation at ~70% this monsoon.
|
|
30 Aug 2022
|
Construction Materials
|
IDBI Capital
|
|
|
|
|
Sector Update
|
|
|
|
|
22 Aug 2022
|
Construction Materials
|
ICICI Securities Limited
|
|
|
|
|
Sector Update
|
|
|
Wood panel companies under our coverage reported healthy revenue growth in Q1FY23 aided by continued uptick in the housing market, shift of market from unorganised to organised sector, and wider acceptance of readymade furniture, which has driven demand for the MDF segment.
|
|
08 Jul 2022
|
Construction Materials
|
ICICI Direct
|
|
|
|
|
Sector Update
|
|
|
|
|
04 Jul 2022
|
Construction Materials
|
ICICI Securities Limited
|
|
|
|
|
Sector Update
|
|
|
Our channel checks suggest improved demand recovery in Jun’22 led by premonsoon push, pick-up in infrastructure projects, reduction in prices of steel, cement, etc. and better manpower availability
|
|
28 Jun 2022
|
Construction Materials
|
ICICI Direct
|
|
|
|
|
Sector Update
|
|
|
|