Page 5 - Cement Sector
UltraTech, Ramco Cements: Analysts see significant upside in cement stocks
Amid the gloomy GDP print; however, what is noteworthy is that the government spending rose sharply to 15.6 per cent during the quarter, as against 8.8 per cent in 1QFY20.
 "UltraTech, Ramco Cements: Analysts see significant upside in cement stocks")
UltraTech to sell stake in Bangladesh-based units to HeidelbergCement
UltraTech Cement had a revenue of Rs 35,703.50 crore in 2018-19 financial year
 "UltraTech to sell stake in Bangladesh-based units to HeidelbergCement")
Cement volume growth at 9-year high as govt schemes boost housing demand
The revival in demand seen in the last financial year has also led to narrowing down of demand-supply mismatch in the industry
 "Cement volume growth at 9-year high as govt schemes boost housing demand")
Govt's infrastructure push sees a demand shift in the cement sector
With infrastructure claiming a larger share, movement and distribution of cement is bound to change
 "Govt's infrastructure push sees a demand shift in the cement sector")
Sustaining price hikes crucial for cement companies ahead of Q4 results
Volume growth, lower costs to drive Q4 profitability; analysts remain underweight on sector
 "Sustaining price hikes crucial for cement companies ahead of Q4 results")
Cement shares in focus; UltraTech, India Cements, JK Lakshmi hit new highs
ACC, Sagar Cements, Sanghi Ind, Mangalam Cement, KCP and Gujarat Sidhee up in the range of 3% to 10%
 "Cement shares in focus; UltraTech, India Cements, JK Lakshmi hit new highs")
Why the cement sector rally is far from over
Strengthening demand, slower capacity ramp up to boost utilisation in existing units, improve pricing; up-cycle seen lasting 5 years
 "Why the cement sector rally is far from over")
