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Thesis: Mangalam Cement: the story is balanced — Regional cement demand growth in Rajasthan, Gujarat, and northern markets driven by infrastructure spending and real…
value - The stock trades at 1.4x P/S and 2.7x P/B with 22% one-year return despite negative earnings growth…
Moderate sensitivity through multiple channels: (1) 0.82 D/E ratio means financing costs impact profitability…
Watch on earnings: Indian cement dispatches data (monthly industry volumes) from Cement Manufacturers Association indicating demand trends, Thermal coal prices (Indonesian and South African benchmarks) and petcoke prices as primary fuel cost drivers, Indian infrastructure budget execution rates and housing starts data from government sources.
One Sentence Summary:
Mangalam Cement: the story is balanced — regional cement demand growth in rajasthan, gujarat, and northern markets driven by infrastructure spending and real estate activity.
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