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Apr 22 • 9 tweets • 3 min read
Let's analyze Cement Sector in India and also check few companies with respect to their Relative #Valuation.

This learning Thread 🧵will give you detail information on #Cement Business Future outlook.

Like ❤️and Retweet 🔄 for more such learning thread in the future.

1/9
#India is the second largest producer of #Cement in the world.
It accounts for more than 7% of the global installed capacity. India has a lot of potential for development in the infra and construction sector and the cement sector is expected to largely benefit from it.

2/9
Major Cement Companies in India are:
⚡️Ultra Tech Cement
⚡️Shree Cement
⚡️Ambuja Cement
⚡️ACC
⚡️Dalmia Bharat
⚡️JK Cement
⚡️Ramco Cement

3/9
Growth Projections:

Total Cement Production in FY 21 was 294 MT and it is expected to be 379 MT in FY 22.
Production is expected to grow to 550-600 MT by 2025 as per IBEF Report.

This means sector will grow by a CAGR of 16%-17% till Year 2025.

4/9
Growth Driver:

The growth will be due to Rising Rural Housing Demand and government’s strong focus on infrastructure development.

The industry has been on a volume growth path, motivated by the government's Housing for All.

5/9
Let's see companies valuation on the basis of Price to Earning Ratio:

⚡️Ultra Tech Cement = 30.0
⚡️Shree Cement = 37.3
⚡️Ambuja Cement = 26.2
⚡️ACC = 24.4
⚡️Dalmia Bharat = 26.3
⚡️JK Cement = 29.2
⚡️Ramco Cement = 19.5

6/9
Let's see companies valuation on the basis of Price to Book Value Ratio:

⚡️Ultra Tech Cement = 4.2
⚡️Shree Cement = 5.7
⚡️Ambuja Cement = 2.9
⚡️ACC = 3.0
⚡️Dalmia Bharat = 2.1
⚡️JK Cement = 5.2
⚡️Ramco Cement = 3.0

7/9
Also, Cement Sector is capital intensive business, we can check Debt to Equity ratio of all the companies:

⚡️Ultra Tech Cement = 0.4
⚡️Shree Cement = 0.12
⚡️Ambuja Cement = 0 (Debt Free)
⚡️ACC = 0
⚡️Dalmia Bharat = 0.2
⚡️JK Cement = 0.8
⚡️Ramco Cement = 0.5

8/9
This was the simple analysis of the Cement Sector and Listed Top Cement #Stocks in India.

I hope this short sectorial analysis will help you.

This is not a buy/sell reco for any cement stocks.

Also Like and Retweet the first tweet for wider reach⤵️


9/9

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