Emkay Global Financial Services has come out with its report on ACC, Bajaj Auto, Berger Paints, Bharti Airtel, Coromandel International.
ACC: Cement demand growth likely to bounce back in FY13 after a prolonged 12-15 months of subdued growth. Growth to be led by 1) Continued improvement in rural housing fuelled by higher MSPs and better monsoons. 2) Pre-election (General elections in FY14, multiple state election in FY12/13) infra spending. Though cement realizations could come under pressure in short term ACC
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