Cement Sector - HDFC Bank
Ce
m
man
acr
o
indi
c
• Ce
m
mon
wea
~Rs
3
full i
This
mar
g
Tre
n
Sour
c
• Cos
Ce
m
CA
G
mat
e
high
petc
~5
%
Tre
n
Sour
c
m
ent volume
s
ufactured re
g
o
ss the regio
n
c
ates that Q1
F
m
ent prices
ths, with the
k
A
pril dema
n
3
00 by mid-J
mpact of sh
a
will result i
n
g
ins.
n
d in cemen
t
c
es: Media rep
o
t pressures
m
ent and AC
C
G
R of 9.3%
o
e
rial cost (15
.
er QoQ as
w
oke are also
%
.
n
d in variou
s
c
es: Companie
s
s
have been
g
istered stro
n
s. The ceme
n
F
Y15 results
to move n
o
exception of
n
d, pr ic es sa
w
une. We exp
a
rp price hike
s
n
overall imp
r
t
prices:
o
rts/Dealers Int
e
to persist:
C
Ltd) has
w
o
ver the last
.
3%) and oth
e
w
ell as YoY,
likely to see
s
costs:
s
, *P&F = Powe
r
on a positi
v
n
g volume gr
o
n
t volumes b
e
to be robust
o
o
rthward: C
e
East. In Nort
h
w
a correc tio
n
ect all-India
a
s
witnessed i
r
ovement in
t
e
raction
T
he overall
a
itnessed a ri
s
eight quarte
r
e
r expenses
given the i
n
a rise in po
w
r
& Fue
l
v
e trajectory
o
wth which i
n
e
tween April-
J
o
n the toplin
e
e
ment prices
h
, with Binan
i
n
of ~Rs50/b
a
a
verage cem
e
n North and
t
he cement r
e
a
verage cost
s
ing trend. T
r
s. This has
(28.2%). Fro
m
n
crease in di
e
w
er & fuel c
o
since 2HF
Y
n
dicates that
June 2014 h
a
e
front.
have been
i
commission
a
g to Rs 250,
ent prices to
West India d
e
alization of
t
(Average o
f
T
he total ave
r
been largel
y
m
here on,
w
e
sel prices.
A
o
st, due to in
Y
14. Majority
demand ha
s
a
ve been en
c
volatile duri
n
ing its shu
t
u
n
before it we
r
move north
w
uring Febru
a
the compani
f
Ultratech C
r
age cost ha
s
y
on the bac
k
w
e expect frei
A
part from t
h
crease in pe
t
July 17, 201
4
of the cem
e
s
seen recov
e
c
ouraging wh
i
n
g the last f
e
nit coupled
w
r
e hiked bac
k
w
ard, due to
t
a
ry-March 20
1
es and ther
e
ement, Amb
u
s
gone up b
y
k
of rise in r
a
ght cost to i
n
h
is, firms usi
t
coke prices
4
e
nt
e
ry
i
ch
e
w
w
ith
k
to
t
he
1
4.
e
by
u
ja
y
a
a
w
n
ch
ng
by
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