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Here you will find all the research and views that we post on Equitymaster. Use the tools to customize the results to suit your preference!

















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How did cement majors perform in 1QFY15?

Aug 2, 2014

The performance of major cement players during the quarter ended June 2014 has been in mixed bag.

What next for cement stocks?

Dec 7, 2010

The near to medium term future of the cement industry may look bleak but the long term prospects are quite attractive

Cement tracks GDP growth

Jun 29, 2010

Equitymaster analyses the link between cement sector growth and growth of an economy.

Ambuja Cement: Losing sheen

Jun 22, 2010

Equityamster puts forth the view that Ambuja Cements which is considered as the most profitable cement manufacturer is not the case anymore.

Cement: What does the future hold?

Apr 14, 2010

Equitymaster analyses how has been the year gone by- FY10, for the cement manufacturers and the future prospects.

Cement: Problems of excess in the South

Apr 9, 2010

Equityamster analyses the growth of cement industry in the southern region.

Cement manufacturers cannot ignore this region

Mar 30, 2010

Cement sector, northern cement manufacturers, urban infrastructure, housing and replacement demand for cement, concretization of roads, Common Wealth games drive cement volumes.

Cement: Will the price rise be benign?

Mar 2, 2010

Equitymaster analyses importance of cost control measures by highlighting performance of Holcim group companies (ACC and Ambuja Cements) as case in point.

Cement prices - along expected lines!

Dec 15, 2009

Equitymaster analyses the impact of upcoming capacities and economic slowdown on cement volumes and prices.

Cement sector: Under the government's lens

Apr 8, 2009

The cement sector is back in headlines as cement manufacturers are raising prices per bag of cement when inflation levels are all time low. Further, it being the basic construction material the cost of housing and development gets impacted. The real estate sector has lost its sheen and rising cement prices are putting pressure on its margins, especially in case of affordable housing development.

Cement: Taxes purge competitiveness

Nov 21, 2008

Cement is a basic construction material. It is a key raw material used in the construction of houses, bridges, dams, roads (concrete), etc. India is the second largest producer of cement after China.

Cement: In changing times

Aug 20, 2008

In one of our previous articles on the cement industry we had discussed the performance of the industry in the last decade and the prospects of the sector going forward.

Cement sector: A review

Mar 24, 2008

The cement story was in the limelight over the past few fiscals owing to the fact that the demand grew at a faster pace compared to supply and therefore, cement prices remained firm.

Cement: Industry overview

Oct 1, 2007

The Indian cement industry is second largest in the world after China and has grown at a CAGR of 8% in the last decade. The sector has evolved significantly in the last two decades, going through all the phases of a typical cyclical industry.

India Cements: A brief overview!

Mar 5, 2007

India Cements is a southern player with an installed capacity of about 9 MTPA. The company enjoys approximately 20% market share and is the largest producer of cement in the South and a leading exporter. The company has access to huge limestone resources and plans to expand capacity by de-bottlenecking and optimisation of existing plants as well as by acquisitions. The company has 7 plants out of which 3 are in Tamilnadu and 4 in Andhra Pradesh. The company caters to all major markets in South I

Commodities: A mixed bag!

Dec 28, 2006

The commodities sector witnessed mixed sentiment during 2006. Those who shifted to cement sector from metals would have been a happier lot. The stocks within the cement sector outperformed the Sensex while select metal stocks performed well. Thus, unlike the cement sector, returns from the metal stocks were subject to good strong picks. To give a perspective, an amount of Rs 100 invested in the commodities index would have yielded 33% return by the end of the year, while the returns would have b

Cement: A regional story!

Dec 28, 2006

Cement is a product of high volumes and therefore, transporting it over large distances can prove to be uneconomical. This makes it imperative for the plants to be located near markets. In some cases, the plants also tend to be located near the limestone reserves (a major raw material for cement) from where the cement is transported to nearby states. While deciding on the plant location, there is a trade-off between proximity to raw material sources and proximity to markets.

Cement: The manpower perspective!

Dec 6, 2006

India is a developing country and so there are good growth opportunities. India's GDP is expected to grow at 8% annually and so the cement sector, being a core infrastructure sector, is expected to grow at 8% to 10% annually. In view of this, global cement majors have been eyeing the Indian cement market for some time now and the major players in the country are in the process of forming alliances in order to corner maximum market shares. Large size and better operational efficiency have emerged

Cement: The raw material trail!

Dec 4, 2006

Cement is a product of high volumes and therefore transporting it over large distances can prove to be uneconomical. This makes it imperative for the plants to be located near markets. In some cases the plants also tend to be located near the limestone reserves (a major raw material for cement) from where the cement is transported to nearby states. Cement grade limestone is located only in certain areas in the country leading to establishment of cement plants in clusters.

Cement: Benign mismatch!

Nov 14, 2006

The Indian cement industry is second largest in the world after China and has grown at a CAGR of 8% in the last decade. The Indian cement sector has evolved significantly in the last two decades, going through all the phases of a typical cyclical industry. After having gone through a period of over-supply and the phase of massive capacity additions (latter half of the previous decade), the industry is currently in a consolidation phase, with capacity additions coming up to cater to the increasi


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