Cement Sector Analysis | Headwinds and Tailwinds

Cement production reached 334.48 million tonnes (MT) in FY20. The cement production capacity is estimated to touch 550 MT by 2020.
The Indian cement industry is dominated by a few companies. The top 20 cement companies account for almost 70 per cent of the total cement production in the country. A total of 210 large cement plants account for a cumulative installed capacity of over 410 MT, with 350 small plants accounting for the rest. Of these 210 large cement plants, 77 are in the states of Andhra Pradesh, Rajasthan and Tamil Nadu.
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[@letsdofinancenow]

Heidelberg cement is a gem in this sector..how can u miss that

[@ramakrishnal121]

Exemplary sector analysis with out bias. Sir, out of the total of NSE’s 18 sectors we expect same wavelength reviews for other areas also. Your views and content is very clear and authentic. These are the videos to be preserved as library items for their quality and value. We look forward. Thanks 🙏

[@aman_85singh21]

Awesome analysis as always, just one suggestion, also show current stock price of all stocks mentioned.

[@DrAkashraj]

ACC is people's favourite choice ! 🙌

[@md.ilyasabdulrazzaque364]

Bhout accha analysis krte hai aap sirji very good thanks

[@maheshthorat7568]

Please make a video on Gas sector and 4 players of gas sector like IGL Adani gas MGL and Gujrat gas.

[@from27to32]

Please post a video analysis for Pidilite Industries and HCL Technologies

[@MoneyMindedMacha]

Please try to make a video on Energy sectors analysis (Renewable and even otherwise). Thank You

[@jagu775]

The best analysis sir Tqu so much sir

[@annephilipiah1455]

carbon emission targets are legal requirement??

[@gouravkaingade3147]

Very eager for Ambuja cement details analysis

[@designershyam4]

IMO: Birla corporation can also perform great in 2021.

[@TrivikramBhat-xc2dx]

Thank you sir for cement sector video 😄 Like and share hogaya sir.

[@ParivartanYatra]

Good Broader View, Perspective... Excellent...

[@mindset_development]

Sir, kindly make a video for gold & silver. Why both equity and GOLD SILVER are moving simultaneously?

[@harshrajjadhav940]

Er Neelambar Sonwani retail participation in stocks and institutionals buying gold silver

[@arunkumarmistry6614]

make a video about cement sector CARTEL AND EFFECT OF FINE BY GOVERNMENT

[@magic151095]

Dear Sir, requesting an analysis of Pharma Industry too

[@ir9ir9]

Plz enlighten next one-year or immediate future sectors may come in the limelight

[@priyeshshah3290]

Great video as always.. Can you explain if Grasim owns 60% of Ultratech Cement [equivalent to 69k Cr - 20% discount = 55k Cr].. why does Grasim itself trade at 41k Cr market cap? This trend I have noticed with many other companies where parent companies trade at lower valuation than listed subsidiary. Most significant being Nasper and Tencent. I would really appreciate if you can explain this trend in one of your videos. Thanks :)

[@omkarshegle9192]

Mostly it's liquidity discount, as you don't expect this parent companies to go and sell their stake any time in the immediate future

[@vmtitan45]

Pl add Enterprise value /ton matrix in.your stock analysis for cement sector

[@amanavasthi7172]

Superb, informative

[@1inallbyrushik323]

badiya..

[@ashutoshpanwar4852]

Sir I have 12 lots of india cement 190ce 28 jul 22 @2.97₹ should I sell it or hold upto thursday

[@HimalayaSharmaJi]

Sir time to update cement sector analysis for knowledge purpose😅also pls tell if adani cement will have any benefits to adani power and logistics in terms of cost reduction and overall group in terms of in-house demand?

[@harshadagawane1506]

great

[@arkadas1993]

You got my subscription 👍

[@akshayurfunda]

Thanks for the wonderful insights into the industry. Can you please make a video of the possible future beneficiaries for the emerging electric vehicles industry in India! Req from your new subscriber :)

[@bharatkhanna3221]

Plz analyse pharma sector

[@yatendraamerican6656]

Thanks for your valuable vedios. 🙏

[@WolfofIndia-v6j]

Cement sector PE ratio se compare nh hota n sir ? What do u think?

[@kunaldev1257]

Sir could you please make videos on gold sector analysis

[@kiratvadilalshah]

Nice informative video about cement stocks, I have ACC & ultratech cement in my portfolio, please make video on upside targets of these stocks, I think, ultratech is better than other cement stocks, as it's valuations are fair and can give good returns to shareholders. Thanks,

[@rabindraprasad3316]

Pl make a video on indoamine

[@ashokgarg4444]

Please make video on energy sector like Indraprastha gas

[@SandeepSharma-cv5mw]

Sir shree digvijay cement k bare mai apki kya opinion hai .

[@hindi360bydheerajsalonisha7]

Nice n thanks sir

[@javed0829]

Hello can u make a video on how option chain buying and selling will have affect on cash market price ? Does it have ?

[@sunilm5935]

Pls bring metalic sector

[@parthsuneja7395]

Please do pharma sector analysis for long term investment

[@krishbagdiya1969]

Sirji please ek video it sectors ke companies pr bhi bana do🙏

[@tuhinkundu777]

You should incorporate Ramco cem & India cem... Good video 😌🙂

[@shreyasshirsath6009]

Sir consolidation ke 2 meaning hai kya....???

[@nathulalsamdani5141]

If you can highlight on average price realisation per tonne of each company,and operating cost,thanks

[@rahulkakad1986]

Thanks for very good analysis. Can you please make for future retail.

[@viraljoshi8996]

Thank You Very much

[@vmtitan45]

AIA ENGG is the direct beneficiary of improvement in the fortunes of cement industry ,pl make a video on this stock

[@RamLal-er3ox]

sir last year review of 8 co was much better.

[@umagadgil4102]

Thank You !!👍

[@deepakkalal7287]

Sir apka portfolio bataiye please

[@deepakchheda711]

Thanks for nice information 👍

[@kalpeshpatel653]

What about Birla Corporation Ltd??

[@kishorsahu1160]

Thank you sir

[@satishkanetkar3684]

Very good analysis.

[@rajesharora5934]

Wonderful analysis.

[@rajesharora5934]

If i join you what benefits i will get. As i joined earlier but didnt get sny benefit

[@ravindrapagar3574]

Thanks sir

[@gurpreetthind3299]

It will really helpful👍

[@learnguideothers5199]

Nice

[@MMA00628]

THANK YOU SIR.

[@umasawant3015]

Good information

[@Chaitanyasonkarbhai]

Thank you for the analysis

[@ramaswamyvijay4081]

In futuer inform about midcapgood cement companies like jk.cement

[@sujatachhatria5781]

JK cement outperform to all other cement stock.

[@manmohanmishra7592]

Please review orient cement.

[@nikhilgoyal7647]

What about ramco industries

[@SachinYadav-qz9sb]

Plz review Petronet lng ......

[@shivprakashdube4979]

Sir.maine 1100👍 de diya...

[@subhamthapa6165]

Sir chagaye guru ❤️

[@sarthaksonwane5718]

Share pledge kya he?

[@sarthaksonwane5718]

@Mohsin Shaikh OK

[@ykd9297]

JK group company JK lakshmi and JK platinum is going to outperform everyone

[@Iphone1promax]

LIKE thoko re sab log. Guruji mehnat Karke information paste hai. Please like everyone

[@RamLal-er3ox]

Sir why not j k cement

[@mamatabhattacharjee1568]

You missed Dalmia cement

[@survival205]

Lo yaar krdia like par no emotional touch please!!

[@gyanojidalvi1106]

I want join your channel. But I have some doubt's. Can call me ?

[@InvestYadnya]

Please call us at [phone]

[@yogeshwartatkundwar7918]

Bank sector

[@DKeshavgehlot]

All are large cap companies

[@parimaldhanki3458]

very short video on a major sector

[@rajunarang7330]

अंबुजा सीमेंट मजबूत सीमेंट

[@travelwithamar]

I did my promise Like and Comments done.. Now I need your help... Basically I am doing investing and More or less I am familiar with ever sector that which sector is doing what type of work Can you help me to guide what is Chemical sector. How to analyse chemical sector, how chemical sector works. I will be thxful if you or anyone help me to understand about chemical sector Thx

[@mayanktibrewal9425]

Dalmia bharat is best

[@qualitytimepass3926]

DII HOLDING IN SHREE CEMENT IS 23.1% U R MISTAKEN I THINK

[@tapanajmera9889]

Dii and fii dono ki milake h

[@qualitytimepass3926]

Please check the video as shown in Shree cement holding

[@vikaskoundal4527]

India cement????

[@faujanpatel1943]

heidelberge cement

[@sureshreddy3860]

sir please post videos in english

[@InvestYadnya]

Check English blog on blog.investyadnya.in

[@vikashsharma-eh8eh]

Supeeerrrr

[@siddhhxl]

Too lengthy. Could be less than 10 mins. Wastage of time and net pack.

[@siddhhxl]

Quite helpful analysis.. Thank you... Please shorten the timing.

[@kumarabhishek2845]

Learning purpose ke liye hai hai...u can skip if u think u r over smart

[@siddhhxl]

@@kumarabhishek2845 Over smart people always hesitate to accept others good suggestions too.

[@arpittiwari4251]

Bhai aap hi bana do

[@sevantimodi7075]

Hindi bolo please request

[@goutham39]

Thank you sir