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Cement

Higher demand and lower input costs could potentially increase UltraTech Cement’s profit margins

by Craig Fedirighi
Higher demand and lower input costs could potentially increase UltraTech Cement’s profit margins

On the valuation front, the stock of UltraTech is currently trading at an EV/Ebitda of 14.4, based on its estimated FY25 earnings. In recent years, cement firms have faced challenges …

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Categories Business

Kaizad Hozdar’s Portfolio: Analyzing India’s Subdued Performance Compared to Nasdaq and Japan, Despite Record Highs

by Craig Fedirighi
Kaizad Hozdar’s Portfolio: Analyzing India’s Subdued Performance Compared to Nasdaq and Japan, Despite Record Highs

“The reality is that in CY23 till date our market has rallied just ~6% while the other major indices have delivered far superior returns [Nasdaq 31%, Japan 27%, Taiwan 20%, …

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Categories Business

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