ACC Q1 PAT seen up 41.9% YoY to Rs. 1,815.6 cr: Prabhudas Lilladher

Net Sales are expected to increase by 8.9 percent Y-o-Y (down 7.5 percent Q-o-Q) to Rs. 5,611.9 crore, according to Prabhudas Lilladher.

ACC Q1 PAT may dip 34.2% YoY to Rs 306.6 cr: Prabhudas Lilladher

Net Sales are expected to decrease by 9.8 percent Y-o-Y (down 13.3 percent Q-o-Q) to Rs 4,689.6 crore, according to Prabhudas Lilladher.

ACC Q4 PAT seen up 37.1% YoY to Rs. 387.8 cr: Prabhudas Lilladher

ACC Q1 PAT seen up 63.7% YoY to Rs. 363.8 cr: Nirmal Bang

Net Sales are expected to increase by 10.4 percent Y-o-Y (up 2.9 percent Q-o-Q) to Rs. 4,931.2 crore, according to Nirmal Bang.

ACC Q2 PAT may dip 47.6% YoY to Rs. 236 cr: KR Choksey

Net Sales are expected to increase by 13.1 percent Y-o-Y (down 5.1 percent Q-o-Q) to Rs. 4,241.2 crore, according to KR Choksey.

ACC Q1 PAT may dip 23.6% YoY to Rs 434.9 cr: Prabhudas Lilladher

Net Sales are expected to increase by 15.3 percent Y-o-Y (up 1.7 percent Q-o-Q) to Rs 4,394.3 crore, according to Prabhudas Lilladher.

Cement Q3 Preview: Declining demand, higher variable costs to subdue earnings

The sector started the December quarter on a strong note in October but soon lost steam across regions due to extended monsoons and ban on construction in some parts.

ACC: Strong quarter despite COVID disruptions

Our long-term thesis on ACC remains intact because of its market leadership position, operating efficiencies and robust balance sheet

ACC Q1 PAT seen up 84% YoY to Rs. 498 cr: Arihant Capital

Net Sales are expected to increase by 51 percent Y-o-Y (down 12 percent Q-o-Q) to Rs. 3,795 crore, according to Arihant Capital.

ACC: Why we repose faith in the long-term thesis

Its market leadership position, operating efficiencies and a robust balance sheet should help ACC withstand demand fluctuations until market conditions stabilise

ACC Q4 PAT seen up 23.7% YoY to Rs 399.4 cr: YES Securities

Net Sales are expected to increase by 22 percent Y-o-Y (up 3.1 percent Q-o-Q) to Rs 4,273.8 crore, according to YES Securities.

ACC Q4 PAT seen up 25.2% YoY to Rs. 438 cr: Motilal Oswal

Net Sales are expected to increase by 19.1 percent Y-o-Y (up 0.6 percent Q-o-Q) to Rs. 4,169 crore, according to Motilal Oswal.

ACC: Resilience in 2020; recovery likely in 2021

The 2021 outlook for cement demand appears encouraging due to higher government spending in infrastructure, but the sustained increase in pet coke and oil prices poses some risk to its margin profile

ACC Q3 PAT seen up 43.6% YoY to Rs. 2,733 cr: Prabhudas Lilladher

Net Sales are expected to increase by 6.2 percent Y-o-Y (up 21.6 percent Q-o-Q) to Rs. 39,698 crore, according to Prabhudas Lilladher.

ACC: Q3 earnings underpin a positive outlook

With revenues returning to pre-COVID levels, ACC has structurally improved its underlying profitability, and therefore, could surprise on the upside

The worst may be over for ACC

While ACC’s revenues are bound to be impacted by external factors, its cost efficiency and healthy cash position can help weather demand fluctuations till market conditions stabilise

Why Dalmia Bharat merits attention

Dalmia Bharat has historically displayed the traits of a strong business as the company has consistently increased market share in the cement industry

Brokerages retain 'buy' on ACC after Q1 numbers, COVID-19 to hit CY20 earnings

Key positive during the quarter was reduction of variable costs which management believes is sustainable.

ACC has the ability and cash to ride out this storm

ACC to report earnings today; Q1 profit, revenue expected to fall 10%

Kotak Institutional Equities also expects cement EBITDA per tonne to moderately increase by 13 percent YoY led by higher realisation and lower variable costs partially offset by higher fixed cost from volume loss.

Ideas for Profit | ACC Q3: Margins expand despite sluggish volumes

ACC September qtr profit may increase sharply on operating support; volumes may decline

According to brokerages, volumes are likely to fall a percent YoY due to weak demand in August and realisations may fall 3-4 percent QoQ for September quarter.

ACC Q3 PAT seen up 81.4% YoY to Rs. 373 cr: Kotak

Net Sales are expected to increase by 4.5 percent Y-o-Y (down 13.6 percent Q-o-Q) to Rs. 3,587.1 crore, according to Kotak.

ACC Q3 PAT seen up 62.1% YoY to Rs. 339 cr: ICICI Direct

Net Sales are expected to increase by 3.7 percent Y-o-Y (down 10.7 percent Q-o-Q) to Rs. 3,489.6 crore, according to ICICI Direct.

The cement sector is staying afloat in a difficult market, two stocks that stand out