Cement News

Cement Sector – Pricing Could Be Range Bound; Real Value Add Will Be In The Form Of Cost Saving Efficiencies: Nirmal Bang

[ad_1]

BQ Prime’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer BQ Prime’s subscribers an opportunity to expand their understanding of companies, sectors and the economy. 

Cement industry, so far, has been static and guided by old systems and going by the example of Adani’s disruptions in other sectors, has generated mixed responses/expectations on the overall impact of the move on the industry.

The sector has been diligent in terms of efficacy of running the business.

Cement industry has seen a steady progression, in terms of adding capacities, modest price hikes- as cement is a commodity, it follows demand/supply dynamics. But going forward, pricing could be range bound and the real value add will be in the form of cost saving efficiencies and economies of scale and big players like Adani and UltraTech Cement Ltd. are going to play a pivotal role in the same.

Logistics, as a function has a lot of untapped potential to improve for the sector as a whole and that would entail cost savings in the long run.

Organization like Adani can bring major quantitative change in the supply chain dynamics and force structural change which would augur well for the sector.

Click on the attachment to read the full report:

DISCLAIMER

This report is authored by an external party. BQ Prime does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of BQ Prime.

Users have no license to copy, modify, or distribute the content without permission of the Original Owner.



[ad_2]

Source link


Warning: mysqli_query(): (HY000/1): Can't create/write to file '/tmp/MY4A55d5' (Errcode: 30 - Read-only file system) in /home/b2bchief/public_html/wp-includes/class-wpdb.php on line 2349

Fatal error: Uncaught wfWAFStorageFileException: Unable to save temporary file for atomic writing. in /home/b2bchief/public_html/wp-content/plugins/wordfence/vendor/wordfence/wf-waf/src/lib/storage/file.php:34 Stack trace: #0 /home/b2bchief/public_html/wp-content/plugins/wordfence/vendor/wordfence/wf-waf/src/lib/storage/file.php(658): wfWAFStorageFile::atomicFilePutContents('/home/b2bchief/...', '<?php exit('Acc...') #1 [internal function]: wfWAFStorageFile->saveConfig('livewaf') #2 {main} thrown in /home/b2bchief/public_html/wp-content/plugins/wordfence/vendor/wordfence/wf-waf/src/lib/storage/file.php on line 34