Cement walon ke liye dikkat!
Tamil Nadu sarkar ne limestone pe naya tax laga diya hai, Rs 160 per tonne! Yeh toh cement banane walon ke liye mushkil khadi kar sakta hai, kyunki limestone toh cement ka main ingredient hai. Reports ke mutaabik, Ramco Cements aur Dalmia Bharat isse sabse zyada affected honge.
Kis pe kitna asar?
Citi Research ke hisaab se, Ramco Cements aur Dalmia Bharat ke production pe sabse zyada asar padega. UltraTech Cement, Ambuja Cement, aur ACC pe utna asar nahi hoga. Shree Cement, JK Cement, aur Nuvoco Vista Corp. toh bilkul bhi affected nahi honge.
Price badhega kya?
Agar cement companies yeh extra cost customers pe daalna chahti hain, toh unhe prices 3% tak badhana pad sakta hai. Lekin, pichle kuch quarters se cement prices mein itna tezi nahi hai. Citi ka kehna hai ki 2025 mein prices thode sudhar gaye hain, toh jaldi hi koi bada price hike expect nahi karna chahiye.
Profit pe kitna asar?
Agar price hike nahi hua, toh is Rs 160 per tonne tax ki wajah se Ramco Cements ke Ebitda pe 10% aur Dalmia Bharat ke Ebitda pe 4% tak ka nuksan ho sakta hai, Citi ke anusaar.
Aage kya hoga?
Ab dekhna yeh hoga ki cement companies is extra cost ko kaise manage karti hain. Kya woh prices badhayengi ya apne margins adjust karengi? Yeh toh time hi batayega. Market experts ki najar in companies pe tiki hui hai. Yeh news business aur market ke liye latest updates mein se ek hai.
Tamil Nadu mein limestone par naya tax, cement companies ki pareshani badhi!
Yeh tax Supreme Court ke decision ke baad aaya hai, jismein state governments ko minerals pe extra tax lagane ki permission mil gayi thi. Isse cement companies ke production cost mein izafa hoga. Dekhna hoga ki companies iska bojh customers pe dalti hain ya khud uthati hain. Yeh latest news business aur market updates ke liye important hai.
