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  • Short Call | Cement conundrum: Housing, construction setbacks and valuations that don’t add up! Power Grid, Piramal Pharma in focus

    All successful investment involves trying to get into something where it’s worth more than you’re paying - Charlie Munger

  • Cement struggle: Falling prices, weak demand hit profitability; pickup likely in H2FY25

    Cement prices fell across regions in July 2024, squeezing industry margins, with demand expected to recover only in the latter half of FY25.

  • Cement players raise prices in June, but MOFSL says sustenance still on the radar

    Although price hikes may not be sustainable in the near term due to the onset of the monsoon season in a few weeks, MOFSL believes that the government's focus on slum redevelopment and affordable housing under the PMAY will support long-term cement demand.

  • Cement price increase critical as companies feel the cost pinch

    Input cost pressures have been a threat to profitability of cement firms for the past few quarters

  • Subdued volumes upset earnings prospects of cement cos: Icra

    A similar decline in prices post demonetisation was witnessed in the western markets wherein the price, after having recovered by Rs 15/bag in October to Rs 265/bag, slipped to Rs 240/bag in November 2016.

  • Cement December volumes to decline by 10-20%: Systematrix

    Cement price has also fell. But Arora says the prices are very volatile and will bounce back soon. Only after December end can we understand where the prices may settle.

  • Prices corrected by Rs5 a bag in M'bai post cash ban:Cement body

    While wholesale segment sales remain the same, retail sales have slumped by 25-30 percent post the cash ban, says Shah. But retail only accounts for 15 percent of total cement sales.

  • Houseviews: Four stocks that need your attention

    Brokerage views on the stocks of the day

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