The Indian cement industry is a cornerstone of the country’s infrastructure growth, contributing significantly to urbanization and industrial development. With a market dominated by private players and major companies controlling 70% of the production, this sector has proven itself to be both robust and dynamic. Yet, understanding its intricacies is essential for anyone looking to navigate this space effectively.
Join us in tomorrow’s exclusive free webinar as we delve deep into the Indian cement sector. Gain insights, ask questions, and explore strategies tailored for investors, industry professionals, and enthusiasts.
📅 Date: 23rd November 2024, Saturday
🕒 Time: 12 PM
Key Highlights of the Indian Cement Industry:
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Market Dynamics:
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The private sector owns 98% of the total cement production capacity, leaving the public sector with just 2%.
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The top 20 companies dominate the market with 70% of total production.
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Global Trade Insights:
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In FY24, India exported cement worth ₹4,894 crore (US$ 587.71 million) and imported ₹1,386 crore (US$ 166.50 million).
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Key export destinations include Sri Lanka, Nepal, the US, UAE, and Bangladesh.
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Major Cost Centers:
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Input Costs: Limestone and water are critical, with companies adopting sustainable practices to address scarcity.
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Power and Fuel Costs: Accounting for 22% of revenues, cement makers rely on captive power plants and coal mines to manage expenses.
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Freight Costs: Cement’s high-volume, low-value nature makes logistics optimization crucial.
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Strategic Practices:
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Integrated plants near raw material sources reduce input costs.
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Grinding units closer to markets ensure efficient distribution and address the product’s 90-day shelf life.
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Checklist for Evaluating Cement Companies:
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Regional presence to mitigate risks.
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High production capacity and utilization rates.
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Strong pricing power reflected in realisation (₹/MT).
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Low cost ratios for operational efficiency.
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Why You Should Attend Our Webinar:
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Get actionable insights into one of India’s key industries.
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Learn the nuances of evaluating cement companies, including key metrics and strategies.
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Gain a deeper understanding of how macroeconomic factors like coal pricing, infrastructure demand, and seasonal trends shape the sector.
📅 Date: 23rd November 2024
🕒 Time: 12 PM
📍 Location: Online
Register Now! Seats are Limited
Don’t miss this opportunity to expand your knowledge and make informed decisions in the dynamic world of Indian cement. See you there!
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Disclaimer
All information is sourced from publicly available data, and while every effort has been made to ensure the accuracy and reliability of the information provided in these notes from the management meeting, Ayush Agarwal Research cannot guarantee that the information is complete or free from errors.
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I, Ayush Agrawal, am registered with SEBI as an Individual Research Analyst under the registration number INH000013013, effective from September 14, 2023.
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I offer paid research services to my clients based on this certification. Opinions expressed otherwise regarding specific securities are not investment advice and shall not be treated as recommendations. Neither I nor my associates/ employees shall not be liable for any losses incurred based on such opinions.
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The content presented should not be construed as investment advice unless explicitly stated in a client-specific research report. I or my employees/associates shall not be held liable/responsible in any manner whatsoever for any losses the readers may incur due to acting upon this content.
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All information is taken from publicly available sources and data. I make no warranties or guarantees regarding the accuracy, completeness, or timeliness of the information provided, including data such as news, prices, and analysis. In no event shall I be liable to any person for any decision made or action taken in reliance upon the information provided by me.
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We cannot guarantee the completeness or reliability of the information presented. Readers are encouraged to conduct their own research and consult with a professional advisor before making any investment decisions.
