Research And Views Archives

How did cement majors perform in 1QFY15?
(Sector Info)

Aug 2, 2014

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

Can you really be a stock market genius-II?
(Sector Info)

Jul 4, 2013

Equitymaster discusses few excerpts from the book 'You can be a stock market genius'

Cement tracks GDP growth
(Sector Info)

Jun 29, 2010

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

Ambuja Cement: Losing sheen
(Company Info)

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?
(Sector Info)

Apr 14, 2010

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

Cement manufacturers cannot ignore this region
(Company Info)

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?
(Sector Info)

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!
(Sector Info)

Dec 15, 2009

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

Cement: Taxes purge competitiveness
(Sector Info)

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
(Company Info)

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
(Sector Info)

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.

ACC: It's a new beginning
(Company Info)

Jan 28, 2005

ACC, the country's second largest cement manufacturer, announced its 3QFY05 results last week. While the topline witnessed a strong growth of over 25% YoY during 3QFY05, the bottomline improved by an impressive 138% YoY. This could be largely attributed to the company’s continued focus on cost reduction, bringing about operational efficiencies. To put things in perspective, operating margins improved significantly by 270 basis points during the said period.

Cement: What’s the story?
(Sector Info)

Oct 11, 2004

The ‘cement story’ is once again in the limelight. The fact that demand is likely to outpace supply and therefore, cement prices are likely to firm up is being heard on the streets time and again. We therefore, take a closer look at the fundamentals.