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Nirmal Bang Report
We believe that Star Cement Ltd. is well placed to capitalise on cashflows from its profitable North East operations to drive expansion in the Eastern region.
Despite the adverse demand-supply scenario in the Eastern region currently, the relatively better demand growth potential of the region and presence of larger pan-India players will ensure that pricing remains at economically viable levels.
Cement prices in the North East and East regions are not correlated and hence any drop in prices in the East is unlikely to have any adverse impact on North East prices.
We believe that the entry of outside players in the North East market will be limited and indigenous players will be able to retain their market share.
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