Date: 30 May 2023

Cement

Sector	Market Cap	No of Companies
Cement	594931.22	38

 

NetWorth	173739.07	TTM Sales	213360.22	TTM Sales Var (%)	16.48
Debt	48829.99	TTM OP	26283.93	TTM NP Var (%)	-24.98
Capital Employed	255502.95	TTM OPM (%)	14.06	EV/TM Sales	2.79
Net Block	179143.81	TTM PATM (%)	5.07	EV/TTM EBITDA	24.16
Current Assets	88867.39	Debt / Equity	0.28	P/E	54.98
ROCE (%)	10.19	RONW (%)	6.23	P/B	3.42

The above figures are in Rs. Crores as of 30 May 2023

TTM ended March 2023

	30 May 2023	30 Apr 2022	30 Apr 2021	MoM Var. (%)	YoY Var. (%)
Sector Marketcap	594626.87	535604.3	498045.79	11.02	19.39
Total Marketcap	28478031.31	26851884.58	22393056.31	6.06	27.17
Sector's share	2.09	1.99	2.22	0.1	-0.13
Sector No of companies	35	35	33	0	2
Total Listed companies	4299	4116	3984	183	315
Sector's share	0.81	0.85	0.83	-0.04	-0.02
Nifty 50	18633.85	18065	16584.55	3.15	12.36

 

Gainers
Company Name	30/05/2023	28/04/2023	Var%
Hemadri Cements	31.24	11.26	177.44
The Ramco Cement	919.25	735.55	24.97
Birla Corpn.	1091.75	915.95	19.19
Sh. Digvijay Cem	82.57	71.81	14.98
Star Cement	133.65	116.35	14.87
Losers
Company Name	30/05/2023	28/04/2023	Var%
Bheema Cements	50.99	67.94	-24.95
JK Lakshmi Cem.	684.00	784.00	-12.76
Anjani Portland	162.25	179.05	-9.38
Burnpur Cement	4.57	4.91	-6.92
Barak Valley	38.01	40.76	-6.75

 

During the month of May 2023, Cement sector’s Marketcap increased 11.02% to Rs 594626.87 crore, compared to 6.06% rise in total listed marketcap to Rs 28478031.31 crore.

Sector’s share of total listed marketcap moved to 2.09% in May 2023 from 1.99% in April 2022 and 2.22% in April 2021.

In terms of price appreciation in the sector, there were 22 gainers and 12 losers in the month of May 2023. The gainers accounted for 57.89% of sector companies, losers accounted for 31.58% of sector companies, while 4% remained unchanged.

The top 3 gainers were Hemadri Cements (177.44% gain), The Ramco Cement (24.97% gain) and Birla Corpn. (19.19% gain).

The 3 losers at the bottom were Bheema Cements (-24.95% fall), JK Lakshmi Cem. (-12.76% fall) and Anjani Portland (-9.38% fall).

During the month Andhra Cements Ltd, Birla Corporation Ltd, Deccan Cements Ltd, Ambuja Cements Ltd, India Cements Ltd, K C P 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, JK Lakshmi Cement Ltd, Sagar Cements Ltd, Kakatiya Cement Sugar & Industries Ltd, Hemadri 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, Nuvoco Vistas Corporation Ltd, Star Cement Ltd, Burnpur Cement Ltd and Nu Vista Ltd announced their results. Of these Deccan Cements Ltd, Ambuja Cements Ltd, The Ramco Cements Ltd, Udaipur Cement Works Ltd, J K Cements Ltd and Nuvoco Vistas Corporation Ltd reported rise in net profit attributable to shareholders. Companies like Shree Cement Ltd, JK Lakshmi Cement Ltd, Star Cement Ltd, Birla Corporation Ltd, HeidelbergCement India Ltd, Mangalam Cement Ltd, K C P Ltd, NCL Industries Ltd, Prism Johnson Ltd, Sagar Cements Ltd and Kakatiya Cement Sugar & Industries Ltd reported fall in net profit attributable to shareholders.

Companies like Andhra Cements Ltd, Sagar Cements Ltd and Saurashtra Cement Ltd reported loss to profit and Scan Projects Ltd, Sri Chakra Cement Ltd, Anjani Portland Cement Ltd, Shri Keshav Cements & Infra Ltd, Nu Vista Ltd and Sanghi Industries Ltd reported profit to loss.

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 Kesoram Industries Ltd from 0.63% to 3.12%, Birla Corporation Ltd from 4.49% to 5.74%, Bheema Cements Ltd from 1.78% to 2.76%, UltraTech Cement Ltd from 14.11% to 14.77%, Ambuja Cements Ltd from 10.65% to 11.15%, Dalmia Bharat Ltd from 12.40% to 12.84%, The Ramco Cements Ltd from 7.14% to 7.56%, Deccan Cements Ltd from 8.97% to 9.28%, Shree Cement Ltd from 12.50% to 12.82% and Sanghi Industries Ltd from 0.91% to 1.01%. FIIs reduced their shareholding in Udaipur Cement Works Ltd from 0.16% to 0.12%, HeidelbergCement India Ltd from 4.81% to 4.77%, Sagar Cements Ltd from 3.99% to 3.94%, Shree Digvijay Cement Co. Ltd from 0.18% to 0.12%, K C P Ltd from 2.22% to 2.14%, Kakatiya Cement Sugar & Industries Ltd from 0.11% to 0.00%, J K Cements Ltd from 15.86% to 15.52%, Orient Cement Ltd from 6.43% to 6.02%, ACC Ltd from 11.95% to 10.06% and JK Lakshmi Cement Ltd from 13.81% to 11.68%.

DIIs increased their shareholding in JK Lakshmi Cement Ltd from 24.68% to 27.06%, ACC Ltd from 16.75% to 17.69%, J K Cements Ltd from 21.82% to 22.45%, Dalmia Bharat Ltd from 7.78% to 8.15%, Birla Corporation Ltd from 15.90% to 16.23%, Nuvoco Vistas Corporation Ltd from 15.89% to 16.17%, Prism Johnson Ltd from 4.11% to 4.37%, The Ramco Cements Ltd from 32.19% to 32.42%, HeidelbergCement India Ltd from 10.10% to 10.30% and Andhra Cements Ltd from 0.01% to 0.07%. DIIs reduced their shareholding in Anjani Portland Cement Ltd from 0.11% to 0.09%, Sagar Cements Ltd from 8.41% to 8.38%, Shree Cement Ltd from 11.58% to 11.37%, Orient Cement Ltd from 11.07% to 10.79%, India Cements Ltd from 9.82% to 9.39%, UltraTech Cement Ltd from 17.40% to 16.93%, Bheema Cements Ltd from 0.53% to 0.00%, Kesoram Industries Ltd from 12.00% to 11.40% and Ambuja Cements Ltd from 15.47% to 13.54%.

Promoters increased their shareholding in NCL Industries Ltd from 46.48% to 47.13%, Kakatiya Cement Sugar & Industries Ltd from 53.85% to 54.25%, Star Cement Ltd from 67.03% to 67.12% and K C P Ltd from 43.99% to 44.08%. Promoters reduced their shareholding in Gujarat Sidhee Cement Ltd from 69.40% to 69.39%, Saurashtra Cement Ltd from 72.49% to 72.46%, Barak Valley Cements Ltd from 55.93% to 55.86%, Shree Digvijay Cement Co. Ltd from 56.01% to 55.66%, Shri Keshav Cements & Infra Ltd from 73.03% to 68.96%, Bheema Cements Ltd from 75.00% to 70.81% and Andhra Cements Ltd from 95.00% to 68.73%.

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, 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, Kalyanpur Cements Ltd, Hemadri Cements Ltd, Bheema Cements Ltd, Vinay Cements Ltd, Sri Chakra Cement 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, Scan Projects Ltd, RCC Cements Ltd, Cement Corporation Of India Ltd, Shiva Cement Ltd, J K Cements Ltd, Orient Cement Ltd, Zuari Cements Ltd, Nuvoco Vistas Corporation Ltd, Dalmia Cement (Bharat) Ltd, Ultratech Nathdwara Cement Ltd, My Home Industries 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, Mudit Cement Pvt Ltd, Sagar Cements (R) Ltd, Dirk India Pvt Ltd, Reliance Cement Corporation Pvt Ltd, Green Valliey Industries Ltd, Wonder Cement Ltd, Dalmia Bharat Ltd, Monnet Cement Ltd, Amrit Cement Ltd, Alsthom Industries Ltd and Jaykaychem Central Ltd were updated in Capitaline.