Analysts see 15–25% upside in cement stocks despite valuation caution

Analysts see 15–25% upside in cement stocks despite valuation caution

Mumbai: Shares of cement companies have seen renewed buying interest in the past few weeks following a rise in prices, expectations of strong first quarter results despite the onset of monsoons, and an expected FY26 rebound from circumspect sales last year. Analysts said that even on the technical charts, some stocks indicate a breakout. Companies … Read more

F&O Radar| Nifty futures rollover climbs to 79.53%, signals trader confidence ahead: Sudeep Shah

F&O Radar| Nifty futures rollover climbs to 79.53%, signals trader confidence ahead: Sudeep Shah

Markets finally broke out of their five-week-long consolidation phase, supported by improving global sentiment, easing geopolitical tensions, and renewed buying interest from foreign institutional investors (FIIs) in the latter part of the week. The rebound followed a cautious start, with broader participation seen midweek as sentiment turned positive. Indices gained traction as concerns over Iran-Israel … Read more

Sudip Bandyopadhyay flags valuation risks in defence stocks after Mazagon Dock miss

Sudip Bandyopadhyay flags valuation risks in defence stocks after Mazagon Dock miss

“Look at companies like UltraTech Cement. They have performed very well, much better than market expectations. Yes, monsoon is not a time for cement, but in spite of that market is appreciating the performance of some of these large companies,” says Sudip Bandyopadhyay, Group Chairman, Inditrade Capital.Give us a sense of what you have made … Read more

Cement sector sees 5% price surge in Q1FY26; UltraTech, JK Cement top buy

Cement sector sees 5% price surge in Q1FY26; UltraTech, JK Cement top buy

The Indian cement sector has shown notable resilience in recent months, with pricing trends remaining robust despite a generally subdued demand environment. As of May 2025, the all-India average cement price has risen by INR 5 per bag on a month-on-month basis and by INR 16 per bag quarter-to-date in the first quarter of FY26, … Read more

Sandip Sabharwal optimistic on auto stocks despite challenges in two-wheeler demand

Sandip Sabharwal optimistic on auto stocks despite challenges in two-wheeler demand

“The impact of that should be felt on demand and these stocks have fallen. The auto stocks have fallen reasonably, especially two wheelers and Bajaj Auto,” says Sandip Sabharwal, asksandipsabharwal.com. I wanted your view actually on Mahindra & Mahindra. The fact that they are expanding their portfolio as well with this sort of an acquisition … Read more

Breakout Stocks: How to trade UltraTech Cement, Dalmia Bharat and Anupam Rasayan that hit 52-week highs? – Market Summary

Breakout Stocks: How to trade UltraTech Cement, Dalmia Bharat and Anupam Rasayan that hit 52-week highs? – Market Summary

On the weekly timeframe, Ultratech Cement has successfully given a breakout above its all-time high, crossing the critical resistance zone of 12,130–12,150. This breakout signals strong bullish strength. Additionally, the moving averages have started trending upward, further confirming a bullish trend and reinforcing positive price action. From a momentum perspective, the RSI has broken out … Read more

Stocks to buy today: Investec sees around 20% upside in UltraTech Cements; what should investors do now?

Stocks to buy today: Investec sees around 20% upside in UltraTech Cements; what should investors do now?

Several brokerage firms have recently shared positive outlooks on prominent companies, highlighting potential growth opportunities and strategic advancements for the next 12 months. Investec, Jefferies, and Nuvama have maintained ‘Buy’ ratings on UltraTech Cement, Apollo Hospitals, and Crompton Greaves Consumer Electricals Ltd, respectively, signaling strong upside potential for each stock. We have collated a list … Read more

UltraTech Cement announces 1:52 share swap ratio for acquisition of Kesoram Industries

UltraTech Cement announces 1:52 share swap ratio for acquisition of Kesoram Industries

Cement major UltraTech Cement on Tuesday, February 25, 2025 announced a 1:52 share swap ratio for the acquisition of Kesoram Industries. The share swap comes as part of the composite scheme of arrangement between Kesoram Industries and UltraTech Cement and their respective shareholders and creditors. It becomes effective from March 1, 2025, a company filing … Read more

Zomato’s long-term growth remains promising despite competition: Neeraj Dewan

Zomato’s long-term growth remains promising despite competition: Neeraj Dewan

“The growth should continue as far as Zomato is concerned. And after the consolidation, the stock can be accumulated and for a longer-term investor it is still a good investment,” says Neeraj Dewan, Market Expert.Just wanted to begin by discussing the latest news flow coming in on Zomato. There is a bit of a bull … Read more

Q2 results this week: ICICI Bank, ITC, Bajaj Housing Finance, Zomato among 182 companies to announce earnings

Q2 results this week: ICICI Bank, ITC, Bajaj Housing Finance, Zomato among 182 companies to announce earnings

The second quarter earnings season is underway and as many as 182 companies will declare their results this week. Some of the marquee names include ICICI Bank, YES Bank, ITC, Bajaj Housing Finance, HUL, Ultratech Cement, Bajaj Finance, Bajaj Finserv, IndiGo, Paytm, and Zomato among others. Here are the key earnings to watch out next … Read more