Date: 28 Jul 2023

Cement

Sector	Market Cap	No of Companies
Cement	608611.52	38

 

NetWorth	173755.28	TTM Sales	215227.59	TTM Sales Var (%)	16.35
Debt	48703.41	TTM OP	26453.93	TTM NP Var (%)	-24.96
Capital Employed	255499.89	TTM OPM (%)	14.03	EV/TM Sales	2.83
Net Block	179139.15	TTM PATM (%)	5.05	EV/TTM EBITDA	24.52
Current Assets	88867.84	Debt / Equity	0.28	P/E	55.98
ROCE (%)	10.27	RONW (%)	6.26	P/B	3.50

The above figures are in Rs. Crores as of 28 Jul 2023

TTM ended March 2023

	28 Jul 2023	30 Jun 2022	30 Jun 2021	MoM Var. (%)	YoY Var. (%)
Sector Marketcap	608313.64	452828.99	539266.8	34.34	12.8
Total Marketcap	31036906.69	24485519.96	23749080.28	26.76	30.69
Sector's share	1.96	1.85	2.27	0.11	-0.31
Sector No of companies	36	35	33	1	3
Total Listed companies	4333	4108	4032	225	301
Sector's share	0.83	0.85	0.82	-0.02	0.01
Nifty 50	19646.05	19189.05	17158.25	2.38	14.5

 

Gainers
Company Name	28/07/2023	28/06/2023	Var%
Sanghi Industrie	87.03	72.59	19.89
Andhra Cements	99.79	87.40	14.18
Orient Cement	145.50	132.10	10.14
Kesoram Inds.	68.12	62.77	8.52
ACC	1950.10	1812.05	7.62
Losers
Company Name	28/07/2023	28/06/2023	Var%
JK Lakshmi Cem.	618.45	731.05	-15.40
Bheema Cements	36.35	41.89	-13.23
Dalmia BharatLtd	1954.70	2217.30	-11.84
Mangalam Cement	296.45	318.40	-6.89
The Ramco Cement	880.20	933.50	-5.71

 

During the month of July 2023, Cement sector’s Marketcap increased 34.34% to Rs 608313.64 crore, compared to 26.76% rise in total listed marketcap to Rs 31036906.69 crore.

Sector’s share of total listed marketcap moved to 1.96% in July 2023 from 1.85% in June 2022 and 2.27% in June 2021.

In terms of price appreciation in the sector, there were 19 gainers and 15 losers in the month of Jul 2023. The gainers accounted for 50.00% of sector companies, losers accounted for 39.47% of sector companies, while 4% remained unchanged.

The top 3 gainers were Sanghi Industrie (19.89% gain), Andhra Cements (14.18% gain) and Orient Cement (10.14% gain).

The 3 losers at the bottom were JK Lakshmi Cem. (-15.40% fall), Bheema Cements (-13.23% fall) and Dalmia BharatLtd (-11.84% fall).

During the month ACC Ltd, Andhra Cements Ltd, Kesoram Industries Ltd, HeidelbergCement India Ltd, Shree Cement Ltd, Shree Digvijay Cement Co. Ltd, JK Lakshmi Cement Ltd, Sagar Cements Ltd, Udaipur Cement Works Ltd, Shiva Cement Ltd, Dalmia Cement (Bharat) Ltd, UltraTech Cement Ltd and Dalmia Bharat Ltd announced their results. Of these ACC Ltd, HeidelbergCement India Ltd, Shree Cement Ltd, Shree Digvijay Cement Co. Ltd, Dalmia Cement (Bharat) Ltd and UltraTech Cement Ltd reported rise in net profit attributable to shareholders. Companies like JK Lakshmi Cement Ltd, Udaipur Cement Works Ltd and Sagar Cements Ltd reported fall in net profit attributable to shareholders.

ACC Ltd, Ambuja Cements Ltd, Mangalam Cement Ltd, Orient Cement Ltd and UltraTech Cement Ltd became ex-dividend.

During the month ACC Ltd, Andhra Cements Ltd, Birla Corporation Ltd, Deccan Cements Ltd, Ambuja Cements Ltd, India Cements Ltd, K C P Ltd, Kesoram Industries Ltd, The Ramco Cements Ltd, Mangalam Cement Ltd, HeidelbergCement India Ltd, NCL Industries Ltd, Panyam Cements & Mineral Industries Ltd, Saurashtra Cement Ltd, Shree Cement Ltd, Shree Digvijay Cement Co. Ltd, JK Lakshmi Cement Ltd, Sagar Cements Ltd, Gujarat Sidhee Cement Ltd, Keerthi Industries Ltd, Kakatiya Cement Sugar & Industries Ltd, Hemadri Cements Ltd, Bheema Cements Ltd, Sri Chakra Cement Ltd, Anjani Portland Cement Ltd, Sanghi Industries Ltd, Prism Johnson Ltd, Udaipur Cement Works Ltd, Vaishno Cement Co Ltd, Shri Keshav Cements & Infra Ltd, Scan Projects Ltd, RCC Cements Ltd, Shiva Cement Ltd, J K Cements Ltd, Orient Cement Ltd, Nuvoco Vistas Corporation Ltd, UltraTech Cement Ltd, Barak Valley Cements Ltd, Star Cement Ltd, Burnpur Cement Ltd and Dalmia Bharat Ltd filed their shareholding patterns.

FIIs increased their shareholding in Shree Digvijay Cement Co. Ltd from 0.12% to 2.84%, Birla Corporation Ltd from 5.74% to 7.18%, Ambuja Cements Ltd from 11.15% to 12.45%, NCL Industries Ltd from 2.38% to 3.50%, Sanghi Industries Ltd from 1.01% to 2.09%, Dalmia Bharat Ltd from 12.84% to 13.87%, UltraTech Cement Ltd from 14.77% to 15.80%, Kesoram Industries Ltd from 3.12% to 3.78%, India Cements Ltd from 13.15% to 13.64% and The Ramco Cements Ltd from 7.56% to 7.95%. FIIs reduced their shareholding in HeidelbergCement India Ltd from 4.77% to 4.73%, Anjani Portland Cement Ltd from 0.08% to 0.02%, ACC Ltd from 10.06% to 9.98%, K C P Ltd from 2.14% to 2.01%, JK Lakshmi Cement Ltd from 11.68% to 11.50%, Shree Cement Ltd from 12.82% to 12.62%, J K Cements Ltd from 15.86% to 15.52%, Nuvoco Vistas Corporation Ltd from 3.14% to 2.76%, Sagar Cements Ltd from 3.94% to 2.99% and Orient Cement Ltd from 7.72% to 5.87%.

DIIs increased their shareholding in J K Cements Ltd from 21.82% to 22.45%, Orient Cement Ltd from 9.22% to 9.77%, Sagar Cements Ltd from 8.38% to 8.86%, ACC Ltd from 17.69% to 18.11%, JK Lakshmi Cement Ltd from 27.06% to 27.44%, Prism Johnson Ltd from 4.37% to 4.64%, Shree Cement Ltd from 11.37% to 11.61%, Dalmia Bharat Ltd from 8.15% to 8.36%, Nuvoco Vistas Corporation Ltd from 16.17% to 16.32% and India Cements Ltd from 9.39% to 9.43%. DIIs reduced their shareholding in The Ramco Cements Ltd from 32.42% to 32.40%, Udaipur Cement Works Ltd from 0.07% to 0.04%, Andhra Cements Ltd from 0.07% to 0.01%, Saurashtra Cement Ltd from 0.20% to 0.12%, Ambuja Cements Ltd from 13.54% to 13.35%, Birla Corporation Ltd from 16.23% to 15.68%, Kesoram Industries Ltd from 11.40% to 10.60%, UltraTech Cement Ltd from 16.93% to 15.95% and HeidelbergCement India Ltd from 10.30% to 9.03%.

Promoters increased their shareholding in Andhra Cements Ltd from 68.73% to 95.00%, Udaipur Cement Works Ltd from 72.54% to 75.00%, Mangalam Cement Ltd from 31.96% to 34.36%, NCL Industries Ltd from 47.13% to 47.27% and Star Cement Ltd from 67.03% to 67.12%. Promoters reduced their shareholding in Gujarat Sidhee Cement Ltd from 69.40% to 69.39%, Shree Digvijay Cement Co. Ltd from 55.66% to 55.62%, Barak Valley Cements Ltd from 55.86% to 55.77%, The Ramco Cements Ltd from 42.30% to 42.11%, Saurashtra Cement Ltd from 72.46% to 67.17% and Bheema Cements Ltd from 70.81% to 58.04%.

During the month Annual reports of ACC Ltd, Andhra Cements Ltd, Birla Corporation Ltd, Chettinad Cement Corporation Ltd, Deccan Cements Ltd, Ambuja Cements Ltd, India Cements Ltd, K C P Ltd, Kesoram Industries Ltd, The Ramco Cements Ltd, Mangalam Cement Ltd, HeidelbergCement India Ltd, NCL Industries Ltd, Panyam Cements & Mineral Industries Ltd, Raasi Cement Ltd, Saurashtra Cement Ltd, Shree Cement Ltd, Shree Digvijay Cement Co. Ltd, JK Lakshmi Cement Ltd, Sagar Cements Ltd, Gujarat Sidhee Cement Ltd, Balaram Cements Ltd, Keerthi Industries Ltd, Kakatiya Cement Sugar & Industries Ltd, South India Cements Ltd, Jaipur Udyog Ltd, Kalyanpur Cements Ltd, Hemadri Cements Ltd, Bheema Cements Ltd, Vinay Cements Ltd, Sri Chakra Cement Ltd, Lakshmi Cement & Ceramics Industries Ltd, Anjani Portland Cement Ltd, Gangotri Cement Ltd, Sanghi Industries Ltd, Prism Johnson Ltd, Udaipur Cement Works Ltd, Vaishno Cement Co Ltd, Shri Keshav Cements & Infra Ltd, Malabar Cements Ltd, Scan Projects Ltd, RCC Cements Ltd, Cement Corporation Of India Ltd, Cochin Cements Ltd, Tamil Nadu Cement Corporation Ltd, Shiva Cement Ltd, J K Cements Ltd, Orient Cement Ltd, Zuari Cements Ltd, Greygold Cements Ltd, Nuvoco Vistas Corporation Ltd, Dalmia Cement (Bharat) Ltd, Ultratech Nathdwara Cement Ltd, Dakshin Cements Ltd, Deva Drill Tech (India) Ltd, My Home Industries Ltd, Necem Cements Ltd, UltraTech Cement Ltd, Penna Cement Indutries Ltd, Rain Cements Ltd, Barak Valley Cements Ltd, Star Cement Ltd, Cement International Ltd, Burnpur Cement Ltd, Bhavya Cement Pvt Ltd, Parasakti Cement Industries Ltd, MGT Cements Pvt Ltd, Bhilai Jaypee Cement Ltd, Meghalaya Cements Ltd, JSW Cement Ltd, Gujarat Jaypee Cement & Infrastructure Ltd, Nu Vista Ltd, Star Cement Meghalaya Ltd, Harish Cement Ltd, Jaypee Assam Cement Ltd, Jaypee Cement Corporation Ltd, Birla Cement (Assam) Ltd, MP Birla Group Services Pvt Ltd, RCCPL Pvt Ltd, Bharathi Cement Corporation Pvt Ltd, RCL Cements Ltd, SCL Cements Ltd, Mudit Cement Pvt Ltd, Sagar Cements (R) Ltd, Dirk India Pvt Ltd, Reliance Cement Corporation Pvt Ltd, Green Valliey Industries Ltd, K J S Cement Ltd, Wonder Cement Ltd, Dalmia Bharat Ltd, Monnet Cement Ltd, Amrit Cement Ltd, Alsthom Industries Ltd and Jaykaychem Central Ltd were updated in Capitaline.