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Are cement stocks disconnected from reality?

The muted trend in cement prices has become a niggling worry. A meaningful improvement in demand and pricing is possible only in the second half of FY25. Why are stock prices surging then? ....

Mangesh Bhadang , Prabhudas Lilladher , Tushar Chaudhari , Gati Shakti , Cement Stocks , Ambuja Cements , Ultratech Cement , Cement Prices , Cement Demand , General Elections , Cement Stock Prices ,

JK Cement's focus on expansion will bolster volumes but keep debt elevated

The company has planned capex of ₹1,200 crore in FY24, ₹2,200 crore in FY25, and ₹1,800 crore in FY26. At the end of December 2023, its gross debt stood at ₹4,585 crore, and this is expected to peak at ₹5,600 crore by FY26. ....

Madhya Pradesh , Motilal Oswal , Mangesh Bhadang , Motilal Oswal Financial Services , Centrum Broking Ltd , Toshali Cement , Centrum Broking , Jk Cement , Jk Cement Stock , Jk Cement Shares , Cement Industry , Grey Cement , Jk Cement Debt , Jk Cement Revenue , Jk Cement Capex , Paints Business , Paints Industry ,

Sanghi-Adani deal: Proxy adviser gives thumbs-up for related-party transactions

InGovern said although the sale price as part of the deal would be below market benchmarks, the transaction would ensure higher capacity utilisation for Sanghi Industries ....

Nirmala Sitharaman , Mangesh Bhadang , Adani Enterprises , Sanghi Industries , Adani Group , Ambuja Cements , Centrum Broking , Finance Minister Nirmala Sitharaman , Ambuja Cement , Proxy Advisory Firm Ingovern ,

Sanghi Industries crashes 10% over profitability concerns in Ambuja Cement deal

Sanghi Industries signed a contract with Ambuja Cements to supply its entire production to Ambuja and ACC at a fixed 10 percent markup over the production cost. ....

Mangesh Bhadang , Sanghi Industrie , Adani Group , Sanghi Industries , Ambuja Cements , Ambuja Cements , Uzzing Stocks , Cement Supply , Adani Group , Adani Stocks , Adani Group Stocks ,