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Shree Cement
Cement industry needs to understand that they may need to work at an industry capacity
utilisation of 75-80% for quite sometime.
Current price uptrend in cement is likely to last until June 2011 and fresh call should be
taken post monsoons.
While near-term cement EBITDA margins look good, long-term margin trends should be
around 30-35%
In the power business, the company is looking at evaluating various business models
including group captive power (nationalised/localised) but no headway has been made.
Company is looking to continue selling power on spot basis. It is looking to sell on
merchant basis 75+% of power available in a year. The 2x150 MW units are on target to
be commissioned by June and September 2011 respectively
India Equity Research Reports, IPO and Stock News
Visit http://indiaer.blogspot.com/ for complete details �� ��
Shree Cement
Cement industry needs to understand that they may need to work at an industry capacity
utilisation of 75-80% for quite sometime.
Current price uptrend in cement is likely to last until June 2011 and fresh call should be
taken post monsoons.
While near-term cement EBITDA margins look good, long-term margin trends should be
around 30-35%
In the power business, the company is looking at evaluating various business models
including group captive power (nationalised/localised) but no headway has been made.
Company is looking to continue selling power on spot basis. It is looking to sell on
merchant basis 75+% of power available in a year. The 2x150 MW units are on target to
be commissioned by June and September 2011 respectively
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