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May 21, 2013
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16:08
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| India Cements (Q4 FY13) |
| India Infoline Research Team/16:08,May 21,2013 |
| India Cements (ICL) Q4 topline grew by ~7% yoy at 12bn, below our estimate of Rs12.6bn; volumes jumped ~2% yoy and average realisation improved ~4% yoy
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May 06, 2013
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17:20
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| Ambuja Cement Ltd (Q1 CY13) |
| India Infoline Research Team/17:20,May 06,2013 |
| Ambuja Cement (ACL) topline de-grow by 4% to Rs25.5bn. Stalled rural housing schemes and weak demand in northern and eastern regions translated into 4% yoy volume de-growth. Slackening demand did impact realisation, which remained flat yoy but decrease by ~4%qoq. |
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Apr 23, 2013
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16:10
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| Ultratech Cement Ltd (Q4 FY13) |
| India Infoline Research Team/16:10,Apr 23,2013 |
| Ultratech Cement Ltd (UCL) revenues remain flat at Rs53.8bn vis-à-vis our expectation of Rs55bn. |
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Feb 20, 2013
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14:55
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| K Ravi, MD, NCL Industries Limited |
| Yash Ved/14:55,Feb 20,2013 |
| “The company proposes to set up a 30MW Thermal power project at a total capital cost of around Rs.1.50bn to overcome power crisis” |
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Feb 15, 2013
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11:37
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| India Cement (Q3 FY13) |
| India Infoline Research Team/11:37,Feb 15,2013 |
| We expect India cements to witness 2% improvement in realisation on back of improvement in sales mix as Rajasthan plant reaches peak utilization level. |
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Feb 08, 2013
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10:43
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| ACC (Q4 CY12) |
| India Infoline Research Team/10:43,Feb 08,2013 |
| Maintain BUY with 9-mth price target of Rs1,514 |
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10:41
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| JK Lakshmi Cement (Q3 FY13) |
| India Infoline Research Team/10:41,Feb 08,2013 |
| We maintain our BUY rating on the stock with a revised price target of Rs162. |
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10:39
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| Ambuja Cements (Q4 CY12) |
| India Infoline Research Team/10:39,Feb 08,2013 |
| Maintain Market Performer with 9-mth price target of Rs211 |
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Nov 09, 2012
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19:09
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| Mr. Alok Sanghi, Director, Sanghi Industries Ltd. |
| Anil Mascarenhas/19:09,Nov 09,2012 |
| “We reported a net profit of Rs.181.8mn for the first quarter ended September 30, 2012 as against a net loss of Rs.373.5mn in Q1 of previous fiscal. The infrastructure spending will increase, leading to demand growth and stable prices for the cement sector.” |
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Oct 19, 2012
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10:16
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| ACC (Q3 CY12) – Market Performer |
| India Infoline Research Team/10:16,Oct 19,2012 |
| Improvement in realization drives 10% yoy rise in to Rs24.7bn (marginally below our estimate of Rs25.1bn) |
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10:13
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| Ambuja Cements (Q3 CY12) – Market Performer |
| India Infoline Research Team/10:13,Oct 19,2012 |
| Volume growth remained flat as demand remain weak due to onset of monsoon season |
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Jul 31, 2012
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11:48
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| Ambuja Cements (Q2 CY12) |
| India Infoline Research Team/11:48,Jul 31,2012 |
| Ambuja Cements (ACL) reported ~18% yoy rise in revenue to Rs25.8bn, beating our estimate. |
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Jul 30, 2012
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17:15
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| ACC (Q2 CY12) |
| India Infoline Research Team/17:15,Jul 30,2012 |
| ACC revenues grew 16% yoy to Rs28.2bn, higher than our estimate of Rs27.7bn. |
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Jul 24, 2012
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10:17
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| Ultratech Cement (Q1 FY13) |
| India Infoline Research Team/10:17,Jul 24,2012 |
| Ultratech Q1 topline grew by 16% yoy, marginally above our estimates. Average realization stood at Rs5,050/ton up 11% yoy and 6% qoq basis |
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Jun 22, 2012
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17:00
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| Harsh CCI order: Meaningful book value impact |
| India Infoline Research Team/17:00,Jun 22,2012 |
| CCI has found 11 cement companies guilty of price rigging by creating an artificial shortage through underutilization of plant capacity. |
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Apr 25, 2012
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10:18
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| Ultratech Cement (Q4 FY12) |
| India Infoline Research Team/10:18,Apr 25,2012 |
| Ultratech Q4 revenues grew by 18% yoy, in line with estimates. |
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Apr 20, 2012
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10:57
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| ACC (Q1 CY12) |
| India Infoline Research Team/10:57,Apr 20,2012 |
| ACC revenues grew 19% yoy to Rs28.8bn, lower than our estimate of Rs29.7bn. |
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10:50
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| Ambuja Cements (Q1 CY12) |
| India Infoline Research Team/10:50,Apr 20,2012 |
| Revenues grew by 8.4% yoy to Rs26.6bn; meet estimates |
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Feb 10, 2012
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12:45
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| Ambuja Cements (Q4 CY11) |
| India Infoline Research Team/12:45,Feb 10,2012 |
| Revenues grew by 29%, above our estimate on account of higher realizations |
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12:27
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| ACC (Q4 CY11) |
| India Infoline Research Team/12:27,Feb 10,2012 |
| Revenue growth of 22% yoy exceeds estimate primarily driven by higher realization; volumes in-line with expectation |
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