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CEMENT DEMAND FORECAST
Higher petrol, diesel prices threaten to rekindle inflation pressures: ReportFuel prices are rising in India. This will increase transport and manufacturing costs. These higher costs will likely lead to more inflatio...
India faces test of oil, inflation and monsoon risks despite economic resilience, FinMin report showsIndia's economy shows cautious resilience. Domestic strengths support the outlook despite global challenges. Manufacturing and services are...
Cement makers expect 7-8% growth in FY27 despite West Asia headwindsIndian cement companies anticipate strong growth of 7-8 per cent in FY27. Government infrastructure projects and housing demand are key dri...
India Inc's earnings growth to slow down in next 12-18 months, warns Moody’s Ratings. Here’s whyMoody’s Ratings warns that India’s corporate earnings growth may slow over the next 12–18 months due to rising input costs, rupee depreciat...
Cheap stocks aren’t always bargains; 5 valuation ratios every investor must trackDifferent sectors use different valuation metrics because business models vary. Investors therefore need to understand not just valuation m...
Deloitte India could lead professional services space soon: Romal ShettyDeloitte India’s leadership believes that the future of professional services will extend beyond traditional offerings to solutions, platfo...
Cement companies expect costs, muted demand to dent growthIndian cement companies are revising growth expectations downwards. Higher fuel, packaging, and logistics costs are impacting profitability...
'Nobody will fly': India's plane versus train battle gets a twistIndia's Railway Minister said upcoming bullet trains will dominate short-haul routes like Mumbai-Pune and Bengaluru-Chennai, mirroring glob...
Shree Cement profit dips as costs rise and demand outlook weakensShree Cement reported an 8% fall in Q4 profit due to rising costs, despite higher revenue and volumes. Elevated fuel expenses and geopoliti...
Ambuja Cements shares drop over 2% after Q4 results. What Jefferies and Nomura are sayingAmbuja Cements shares fell despite strong Q4 results, where net profit jumped 78% year-on-year to Rs 1,830 crore and revenue rose 10% to Rs...
Ambuja Cements Q4 Results: Cons profit surges 78% YoY to Rs 1,830 crore; revenue rises 10%Ambuja Cements Q4 results: Ambuja Cements reported a strong Q4FY26 performance with net profit rising 78% YoY to Rs 1,830 crore and revenue...
Why smallcap funds are still a buy: A long-term strategy from Aditya KhemaniSmallcap valuations seem high but underlying fundamentals have improved. Aditya Khemani of Invesco Mutual Fund sees this as a structural sh...
Moody’s Ratings cuts India’s FY27 growth forecast to 6% on higher energy costsMoody's has lowered India's FY27 growth forecast to 6% due to weaker private consumption and industrial activity, driven by higher energy p...
Cement demand to be healthy in Q1FY27E; Likely to hit profitability despite price hikes: NuvamaIndian cement demand is set for a strong start in the first quarter of FY27. Government infrastructure spending is driving growth. However,...
TSMC expects its 2026 sales to grow more than 30%Taiwan Semiconductor Manufacturing Co. expects significant growth in 2026. Strong demand for artificial intelligence applications will driv...
Aluminium and copper to stay elevated, steel risky: CLSA's top metals and cement calls for FY27Base metals like aluminium and copper present significant opportunities, according to CLSA India's Indrajit Agarwal. Steel faces near-term ...
Earnings vs signals: Q4 results may matter more than they lookThe March quarter earnings season arrives at an inflection point, with stable numbers masking underlying economic shifts. Escalation of the...