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The Indian Cement Industry is the 2nd largest in the world and continues to grow at 10% per annum. As a cyclical commodity, cement shares go through periods of high & low valuations which presents investors a unique and timely opportunity to invest & makes over 50% returns in a short period of time.
In this video, I focus on the foundations of the cement business in India and more importantly, the 4 key metrics that investors need to look out for when deciding to invest in cement companies. In that context, I shall be comparing India's top 5 cement companies i.e. Ultratech Cement, Shree Cement, ACC, Ambuja Cement and Dalmia Bharat Cement. I'm sure you are aware of this but I'll still say it: the Adani Group has recently picked up majority stakes in ACC and Ambuja Cement.
👉 Some Useful Resources & Readings:
‣ Dr. Vijay Malik's article (a must read) : [ Ссылка ]
‣ Business Today article on Shree Cement : [ Ссылка ]
‣ Valuation based article by Jigar Mistry of Bouquant Capital : [ Ссылка ]
‣ How Care Ratings evaluates cement companies : [ Ссылка ]
‣ Analysis of Cement Industry : [ Ссылка ]
‣ Nirmal Bang Research on Cement Industry : [ Ссылка ]
👉 Video Chapters:
00:00 Let's Get Unstuck
01:01 Overview of Cement Industry in India
02:31 Foundations of a Cement Business
03:43 Cost Competitiveness of Cement
09:42 1. Cost
10:51 2. Profitability
12:08 3. Regional Demand and Supply
13:23 4. Enterprise Value per Ton
14:29 Shankar's Viewpoint
🙋♂ Follow Shankar Nath on [ Ссылка ]
#ultratechcement #shreecement #ambujacement #acccement #dalmiacement #adanigroup
Disclaimer: I am not a SEBI registered investment advisor or research analyst. The content posted on this platform is purely for educational purposes and none of it constitutes investing or trading advice. Viewers should do their own research and diligence before investing or acting on the information presented
