ACC aur Birla Corp ke Results: Kya Expect Karein?
Analysts ACC aur Birla Corp ke results ko lekar mixed signals de rahe hain. Yes Securities ki report ke anusaar, ACC se behtar numbers ki umeed hai, khaaskar un markets mein jahan prices strong rahe. Lekin, Birla Corp ke liye consolidated numbers mixed ho sakte hain. Chaliye dekhte hain detail mein kya hai!
ACC: Kya Hai Khaas?
ACC ke standalone numbers achhe aane ki sambhavna hai. Iski wajah yeh hai ki ACC key markets jaise East, South aur North India mein achhi presence rakhta hai. Q1 FY26 mein in markets mein prices mein bhi growth dekhi gayi hai – East mein 10%, South mein 13% aur North mein 22%. Is price growth se ACC ko definitely fayda milega.
Birla Corp: Mixed Signals Kyun?
Birla Corp ke consolidated numbers mein utna dum nahi dikh raha. Experts ka kehna hai ki overall performance mein mixed results mil sakte hain. Although, company apne aap mein strong hai, lekin market conditions aur other factors ki wajah se numbers mein variation possible hai.
EBITDA/Tonne: Cement Companies Ke Liye Good News?
Yes Securities ki report mein ek aur interesting baat samne aayi hai. Cement companies ke liye EBITDA/tonne Rs 1,260 (+55% YoY, +23% QoQ) tak ja sakta hai. Iska matlab hai ki cement companies ki profitability mein sudhar ho raha hai. Iski wajah better realization (+6% YoY, +4% QoQ) aur cost structure mein reduction (-5% YoY, -2% QoQ) hai. Volume growth (+20% YoY, flattish QoQ) thodi kam hai, lekin overall picture positive hai.
Q1 vs Q4: Cement Industry Ka Seasonality
Cement industry mein Q1 aur Q4 dono hi important hote hain, lekin alag-alag reasons se. Typically, Q4 volume-driven quarter hota hai, matlab is time mein sales zyada hoti hain. W वहीं, Q1 price-driven hota hai, jismein companies prices badha kar profit kamane ki koshish karte hain. Is seasonality ko samajhna investors ke liye bahut zaroori hai.
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