Dolat Capital: Cement Sector Outlook - It’s The Profitability!
A worker holds up processed cement at a factory (Photographer Dario Pignatelli/Bloomberg)

Dolat Capital: Cement Sector Outlook - It’s The Profitability!

BQ Blue’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer BloombergQuint’s subscribers an opportunity to expand their understanding of companies, sectors and the economy.

Dolat Capital Report

The cement sector is back in the limelight as the reopening of the economy and trade open construction activity as well as private spending.

Coincidently, we are also at the cusp of a new decade for the sector. And it was only appropriate to look at it from the prism of structural trends that have played out last decade and what could play out the next.

Our coverage universe revenues grew 11.4%/ 10.2% over FY11-20/ FY15-20 while earnings grew by 9.3%/ 12.7%.

But, the real story we observe was in the operating profit (read profitability) that has driven the sector performance and valuation multiples.

Click on the attachment to read the full report:

Dolat Capital Cement Sector Update.pdf


This report is authored by an external party. BloombergQuint does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the brokerage and do not represent the views of BloombergQuint.

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