#Cement Sector: Rural & Govt are driving the demand!
@gvkreddi @SandipGhose @nid_rockz @nakulvibhor @saketreddy
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@gvkreddi @SandipGhose @nid_rockz @nakulvibhor @saketreddy
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1/ Demand Drivers
-The fundamentals in the cement industry are strong.
-Demand outlook is positive, supported by the underlying demand in rural housing and government focus on infrastructure.
-Prices are a function of market dynamics
-The fundamentals in the cement industry are strong.
-Demand outlook is positive, supported by the underlying demand in rural housing and government focus on infrastructure.
-Prices are a function of market dynamics
-Lower interest rates will aid infrastructure and real estate demand in the medium to long term.
-Post severe disruption during lockdown, there have been healthy volumes supported by government measures.
-Post severe disruption during lockdown, there have been healthy volumes supported by government measures.
2/ Industry
-India is already a mature market for the cement industry.
-The top 5-6 cement producing groups manage about 60% of the utilized capacity and production.
-Consolidation can be seen in the coming years, subject to attractive valuations.
-India is already a mature market for the cement industry.
-The top 5-6 cement producing groups manage about 60% of the utilized capacity and production.
-Consolidation can be seen in the coming years, subject to attractive valuations.
3/ Companies
-#Ambuja and #ACC together are second largest cement producers, offsetting its customers across segments and regions.
-Both the companies have significant expansion plans both in form of new integrated plants supported by increase in grinding capabilities.
-#Ambuja and #ACC together are second largest cement producers, offsetting its customers across segments and regions.
-Both the companies have significant expansion plans both in form of new integrated plants supported by increase in grinding capabilities.
-Both companies will increase their volume market share.
-#ACC’s 4.5mtpa integrated plant in Ametha, MP will further expand ACC’s footprint in the profitable market of Central India.
-#ACC’s 4.5mtpa integrated plant in Ametha, MP will further expand ACC’s footprint in the profitable market of Central India.
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