Reports Archive   Year   
Date Title Pages Source Download
Nov-22 Cement Industry Margins Set to Contract in FY23, Price Hikes Imminent   4 CARE Edge
Nov-22 Demand recovery interrupted by festivals in Oct-22   8 Emkay Research
Nov-22 Price hiked   10 IDBI Capital
Oct-22 Cement channel check   4 Anand Rathi
Oct-22 Q2FY23 preview: Margins to decline to multi-quarter low levels   12 Emkay Research
Oct-22 Operating costs to peak out in seasonally weak quarter   5 Nirmal Bang
Oct-22 Healthy volumes indicate better pricing in H2FY23   10 ICICI Securities
Sep-22 Q2FY23 to be weak   10 IDBI Capital
Sep-22 Industry consolidation on the anvil?   5 Nirmal Bang
Sep-22 Is there a new wave of consolidation in the Cement space?   12 Motilal Oswal
Sep-22 Demand to outpace incremental supply; cost pressures receding; turn 'Positive' on the sector   34 Nirmal Bang
Sep-22 Monthly Update: Seasonal impact persists   8 Emkay Research
Sep-22 Spurt in energy prices   10 IDBI Capital
Aug-22 Elevated energy costs to weigh on margins   7 Nirmal Bang
Aug-22 Margins pressure continues   6 Centrum Research
Aug-22 Steady performance despite headwinds costs to peak by 2Q   12 Nirmal Bang
Aug-22 Steady performance despite headwinds costs to peak by 2Q   12 Nirmal Bang
Jul-22 Prices decline due to monsoon   10 IDBI Capital
Jul-22 Q1FY23 preview: Higher costs to weigh on margins   12 Emkay Research
Jul-22 Significant cost inflation to squeeze margins further...   5 ICICI
Jul-22 Elevated energy costs to weigh on margins   5 Nirmal Bang
Jun-22 In uncertainty lies opportunities   15 Emkay Research
Jun-22 Headwinds galore; turning 'neutral' on the sector   36 Nirmal Bang
Jun-22 Monthly Update: Demand and prices declined   8 Emkay Research
May-22 Ambuja and ACC gets new promoter   15 IDBI Capital
May-22 Cost Pressure to Stay Even as Demand Grows in FY23   5 CARE Edge
May-22 Cement prices improve; await further hikes in coming months   8 Emkay Research
Apr-22 Cement Sector Preview Q4 FY22   58 Anand Rathi
Apr-22 Prices up sharply across India; no rollbacks yet   3 Nirmal Bang
Apr-22 Price hiked and is 12% MoM   10 IDBI Capital
Apr-22 Is Holcim's green focus reason for its India-exit stories?   8 HDFC Securities
Apr-22 Steady performance expected amid severe cost inflation   5 Nirmal Bang
Mar-22 Cement channel check   4 Anand Rathi
Mar-22 Higher coal prices are here to stay; industry must adapt   10 Nirmal Bang
Mar-22 Input cost pressures easing   11 IDBI Capital
Mar-22 Price corrects in East; South sees some increase   4 IIFL
Mar-22 Cement prices flattish in March; Rollback in East   3 Nirmal Bang
Feb-22 Cautiously turning positive; Stocks adequately pricing in earnings pressure   15 Nirmal Bang
Feb-22 Infrastructure push and low base aid 25% growth in cement production   4 CARE Edge
Feb-22 Price hike is key monitorable   8 Emkay Research
Feb-22 Volume declines on higher base; price hikes announced   6 Motilal Oswal
Jan-22 Cement demand bounces back, aiding cost pass-through   4 CARE Edge
Jan-22 Price increase in few regions   10 IDBI Capital
Jan-22 Unseasonal rains, higher costs to have curtailed performance   9 Anand Rathi
Jan-22 Weak demand hits cost pass-thorugh   5 HDFC Securities
Jan-22 Cement prices bounce back, more hikes likely   3 Nirmal Bang
Jan-22 Q3 preview: Low volumes, high cost to impact margins; outlook positive   12 Emkay Research
Jan-22 Seasonal weakness an opportunity to accumulate   14 ICICI Securities
Jan-22 Earnings to hit a new low but likely to bottom out in 3Q   6 Nirmal Bang
Jan-22 Strong demand recovery; prices would improve   8 Motilal Oswal
Jan-22 CY22 outlook   7 Emkay Research