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Reports Archive   Year   
Date Title Pages Source Download
Aug-20 Cement prices stabilizing, profitability peaked   6 IDBI Capital
Jul-20 Cement demand and pricing growth to disappoint in 2H   27 Nirmal Bang
Jul-20 1QFY21 Preview – Higher pricing upholds the margins   9 Ashika Stock Broking
Jul-20 Q1 FY21 - A volume dampener, with high EBITDA per ton   8 Anand Rathi
Jul-20 1QFY21 Preview   10 HDFC Securities
Jul-20 Weak Volume to Drag Performance despite Strong Realization   6 Reliance Securities Ltd.
Jul-20 Cement prices takes breather in July-20   6 IDBI Capital
Jul-20 Apr-Jun'20 Earnings Preview   9 Prabhudas Lilladher
Jul-20 Interaction with cement experts: Cautious optimism   5 Edelweiss Securities
Jul-20 Prices, retail sales hold up despite COVID   5 HDFC Securities
Jul-20 High cement prices to help Q1   19 Emkay Research
Jul-20 Demand Recovers MoM on Pre-Monsoon Demand; Prices Soften   5 Reliance Securities Ltd.
Jul-20 Indian Cement Sector - Q4FY20 Result Review   44 Edelweiss Securities
Jun-20 Labour scarcity dragging volumes & prices   5 Anand Rathi
Jun-20 Monthly Ground Check - Jun 2020   17 Prabhudas Lilladher
Jun-20 Cement prices holding up in June-20   5 IDBI Capital
Jun-20 Healthy pricing amid weak demand   5 HDFC Securities
Jun-20 Volumes decline sharply, but margins remain strong   8 Motilal Oswal
Jun-20 Demand Remains Weak; Upbeat Pricing Scenario Offers Support   5 Reliance Securities Ltd.
May-20 Sustenance is the key for sharp uptick in cement prices   5 IDBI Capital
May-20 Unsettling period   5 HDFC Securities
May-20 COVID-19: The standstill to shake up FY21   14 Anand Rathi
May-20 Wait for pricing power gets longer   38 Motilal Oswal
Apr-20 Construction to resume; labour and funding remain concerns   5 Anand Rathi
Apr-20 COVID-19 to defer demand recovery   11 Edelweiss Securities
Apr-20 Healthy NSR to offset volume loss impact   9 HDFC Securities
Apr-20 Factoring COVID, Upgrade ACC to BUY   35 IDBI Capital
Apr-20 COVID-19 has pushed Indian cement sector back by 2 years   27 Nirmal Bang
Apr-20 WHRS – A key cog in the flywheel   12 HDFC Securities
Apr-20 Risks increasing; reasonable valuations a solace   27 Emkay Research
Apr-20 Muted Volume Growth in Sight; Prices up 2.8% QoQ in 4QFY20   7 Reliance Securities Ltd.
Mar-20 Cement prices improve in Q4   17 Emkay Research
Mar-20 Cement channel check   5 Anand Rathi
Mar-20 A new investment metric for cement stocks   24 Nirmal Bang
Mar-20 Demand and prices on up-move   5 IDBI Capital
Mar-20 Structural tailwinds   14 HDFC Securities
Mar-20 3QFY20 Review – Pricing and cost tailwinds to continue   13 HDFC Securities
Feb-20 Prices up sharply since end-Dec, but likely to taper off   6 Motilal Oswal
Feb-20 Demand pick-up in 4Q driving price recovery   5 HDFC Securities
Feb-20 Price hikes continue; 4QFY20 outlook strong   8 Motilal Oswal
Feb-20 Price hikes continue; 4QFY20 outlook strong   8 Motilal Oswal
Feb-20 Industry Witnesses Brisk Recovery; Realisations Extend Recovery   7 Reliance Securities Ltd.
Jan-20 Utilization to rise again on improving demand outlook   48 Motilal Oswal
Jan-20 Green-shoots Begin To Appear   31 Edelweiss Securities
Jan-20 Strong prices offset the muted volume growth   11 Ashika Stock Broking
Jan-20 India Cement Preview   10 Anand Rathi
Jan-20 Cement Industry Update   6 Edelweiss Securities
Jan-20 That time of the year again   6 Motilal Oswal
Jan-20 3QFY20E Results Preview   19 HDFC Securities
Jan-20 Pricing Pressure Continues across the regions; January hopes to pick it up   6 Ashika Stock Broking
Jan-20 Prices Softened Further on Volume Push; Prices to Rebound in Jan'20   9 Reliance Securities Ltd.