Cement outlook muted, but BNP Paribas still bullish on Ambuja and 2 other stocks; sees up to 29% upside – Cement Outliers



Aditya Birla Group company is India’s largest cement player, outpacing the industry over the past decade. It has maintained a balanced mix of organic and inorganic capacity expansions. UTCEM’s valuations have re-rated over the past 4-5 years on the back of improved utilisation rates over FY21-24, aggressive capacity expansions and acquisitions. “We expect UTCEM to report 24% EBITDA CAGR over FY25-28, the second highest in its coverage.
(Disclaimer: The recommendations, suggestions, views, and opinions given by the experts are their own. These do not represent the views of The Economic Times.)



Source link

Leave a Reply

Back To Top