Date: 29 Nov 2023

Cement

Sector	Market Cap	No of Companies
Cement	647344.09	36

 

NetWorth	184606.69	TTM Sales	228540.14	TTM Sales Var (%)	13.47
Debt	50986.15	TTM OP	31531.39	TTM NP Var (%)	11.44
Capital Employed	264285.22	TTM OPM (%)	15.98	EV/TM Sales	2.83
Net Block	186680.76	TTM PATM (%)	6.22	EV/TTM EBITDA	21.85
Current Assets	93977.99	Debt / Equity	0.28	P/E	45.52
ROCE (%)	12.85	RONW (%)	7.70	P/B	3.51

The above figures are in Rs. Crores as of 29 Nov 2023

TTM ended September 2023

	29 Nov 2023	31 Oct 2022	31 Oct 2021	MoM Var. (%)	YoY Var. (%)
Sector Marketcap	647344.09	562351.98	616139.67	15.11	5.06
Total Marketcap	33471732.91	28126970.51	25945280.23	19	29.01
Sector's share	1.93	2	2.37	-0.07	-0.44
Sector No of companies	36	34	33	2	3
Total Listed companies	4449	4179	4067	270	382
Sector's share	0.81	0.81	0.81	0	0
Nifty 50	20096.6	19079.6	18758.35	5.33	7.13

 

Gainers
Company Name	29/11/2023	27/10/2023	Var%
Panyam Cement	54.04	28.35	90.62
Kesoram Inds.	132.49	76.71	72.72
Burnpur Cement	7.04	4.93	42.80
Barak Valley	48.38	35.60	35.90
Hemadri Cements	82.33	62.27	32.21
Losers
Company Name	29/11/2023	27/10/2023	Var%
Bheema Cements	21.71	25.97	-16.40
Keerthi Indus	121.60	139.65	-12.93
Shiva Cement	50.82	53.75	-5.45
Andhra Cements	94.76	96.86	-2.17
Udaipur Cement	32.61	33.23	-1.87

 

During the month of November 2023, Cement sector’s Marketcap increased 15.11% to Rs 647344.09 crore, compared to 19% rise in total listed marketcap to Rs 33471732.91 crore.

Sector’s share of total listed marketcap moved to 1.93% in November 2023 from 2% in October 2022 and 2.37% in October 2021.

In terms of price appreciation in the sector, there were 29 gainers and 7 losers in the month of Nov 2023. The gainers accounted for 80.56% of sector companies, losers accounted for 19.44% of sector companies.

The top 3 gainers were Panyam Cement (90.62% gain), Kesoram Inds. (72.72% gain) and Burnpur Cement (42.80% gain).

The 3 losers at the bottom were Bheema Cements (-16.40% fall), Keerthi Indus (-12.93% fall) and Shiva Cement (-5.45% fall).

During the month 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, Keerthi Industries Ltd, Kakatiya Cement Sugar & Industries Ltd, Hemadri Cements Ltd, Bheema Cements Ltd, Sri Chakra Cement Ltd, Anjani Portland Cement Ltd, Prism Johnson Ltd, Vaishno Cement Co Ltd, Shri Keshav Cements & Infra Ltd, J K Cements Ltd, Orient Cement Ltd, Barak Valley Cements Ltd, Star Cement Ltd and Burnpur Cement Ltd announced their results. Of these Ambuja Cements Ltd, The Ramco Cements Ltd, HeidelbergCement India Ltd, NCL Industries Ltd, Shree Cement Ltd, JK Lakshmi Cement Ltd, Sri Chakra Cement Ltd, J K Cements Ltd, Barak Valley Cements Ltd and Star Cement Ltd reported rise in net profit attributable to shareholders. Companies like Deccan Cements Ltd and Shri Keshav Cements & Infra Ltd reported fall in net profit attributable to shareholders.

Companies like Prism Johnson Ltd, Birla Corporation Ltd, K C P Ltd, Orient Cement Ltd, Mangalam Cement Ltd, Kakatiya Cement Sugar & Industries Ltd and Saurashtra Cement Ltd reported loss to profit

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, 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 Dalmia Bharat Ltd from 12.84% to 13.87%, UltraTech Cement Ltd from 14.77% to 15.80%, NCL Industries Ltd from 3.50% to 4.23%, Kesoram Industries Ltd from 3.78% to 4.43%, Orient Cement Ltd from 5.87% to 6.30%, Nuvoco Vistas Corporation Ltd from 2.76% to 3.15%, Prism Johnson Ltd from 3.59% to 3.72%, Shree Digvijay Cement Co. Ltd from 2.84% to 2.93%, Star Cement Ltd from 0.69% to 0.77% and Kakatiya Cement Sugar & Industries Ltd from 0.00% to 0.06%. FIIs reduced their shareholding in India Cements Ltd from 13.64% to 13.42%, Shree Cement Ltd from 12.62% to 12.21%, Sagar Cements Ltd from 2.99% to 2.56%, Birla Corporation Ltd from 7.18% to 6.57%, Sanghi Industries Ltd from 2.09% to 1.31%, Ambuja Cements Ltd from 12.42% to 11.64%, HeidelbergCement India Ltd from 4.73% to 3.91%, JK Lakshmi Cement Ltd from 11.50% to 10.53%, J K Cements Ltd from 15.48% to 14.38% and ACC Ltd from 9.98% to 7.10%.

DIIs increased their shareholding in ACC Ltd from 18.11% to 21.87%, Orient Cement Ltd from 9.77% to 11.70%, J K Cements Ltd from 23.13% to 24.21%, Ambuja Cements Ltd from 13.35% to 14.29%, The Ramco Cements Ltd from 32.40% to 33.31%, India Cements Ltd from 9.43% to 10.04%, Shree Cement Ltd from 11.61% to 12.17%, Andhra Cements Ltd from 0.01% to 0.34%, Birla Corporation Ltd from 15.68% to 15.91% and Dalmia Bharat Ltd from 8.15% to 8.36%. DIIs reduced their shareholding in HeidelbergCement India Ltd from 9.03% to 8.97%, Kesoram Industries Ltd from 10.60% to 10.47%, JK Lakshmi Cement Ltd from 27.44% to 26.73%, Nuvoco Vistas Corporation Ltd from 16.32% to 15.57%, Sagar Cements Ltd from 8.86% to 8.01% and UltraTech Cement Ltd from 16.93% to 15.95%.

Promoters increased their shareholding in Sagar Cements Ltd from 45.20% to 48.31% and Mangalam Cement Ltd from 34.36% to 36.32%. Promoters reduced their shareholding in Saurashtra Cement Ltd from 67.17% to 67.14%, K C P Ltd from 44.08% to 43.94%, Star Cement Ltd from 66.76% to 66.55%, Shree Digvijay Cement Co. Ltd from 55.62% to 55.07%, NCL Industries Ltd from 47.27% to 44.48% 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, 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, Rock Solid Cement 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, Jaykaychem Central Ltd, Sagar Cements (M) Pvt Ltd and Adani Cement Industries Ltd were updated in Capitaline.