AMBUJACEM.NSE

Ambuja Cements Ltd

In this briefing: Asian Equities: What's Being Discounted Now, After the Carnage? Aditya Birla Real Estate (Initiating Coverage): Bottoming Out, Favorable Risk-Reward. BUY Ambuja Cement: Focus on Cost Reductions and Margin Expansion. Maintain BUY IDFC First Bank (IDFCFB IN) Vs Punjab National Bank (PNB IN): Stat Arb Setup Targets 8% Insider Activity: Who Is Buying Their Own Stock During the Market Correction? – February 2026 1. Asian Equities: What's Being Discounted Now, After the Carnage? Asia's dependence on Middle Eastern energy and the Strait of Hormuz transit route has driven immense share price volatility - especially in Korea, Japan and pockets of ASEAN. The top winners and top losers across market-sectors indicate that the market is most worried about input shortage across industries and potential demand destruction driven by heightened inflation expectation. Manufacturing sectors and consumer proxies across Asia could continue to underperform if the conflict lingers. Energy, high dividend yield, precious metals and developed Asia financials could be the safe havens. 2.

In this briefing: Aditya Birla Real Estate (Initiating Coverage): Bottoming Out, Favorable Risk-Reward. BUY Ambuja Cement: Focus on Cost Reductions and Margin Expansion. Maintain BUY IDFC First Bank (IDFCFB IN) Vs Punjab National Bank (PNB IN): Stat Arb Setup Targets 8% Insider Activity: Who Is Buying Their Own Stock During the Market Correction? – February 2026 Jal Jeevan Mission 2.0: New Life to Water Related Companies in India 1. Aditya Birla Real Estate (Initiating Coverage): Bottoming Out, Favorable Risk-Reward. BUY Aditya Birla Real Estate Ltd (ABREL) is coming out of a slow growth period over the last 9MFY26, with INR 75-80bn of new launches in Q4FY26 The underlying demand remains stable and may result in flat YoY presales at INR 80bn ABREL FYTD26 seems to have missed business development target, we see this more of a timing issue, while largely expecting INR 100-150bn of BD for FY26 Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

In this briefing: Ambuja Cement: Focus on Cost Reductions and Margin Expansion. Maintain BUY IDFC First Bank (IDFCFB IN) Vs Punjab National Bank (PNB IN): Stat Arb Setup Targets 8% Insider Activity: Who Is Buying Their Own Stock During the Market Correction? – February 2026 Jal Jeevan Mission 2.0: New Life to Water Related Companies in India India’s LPG Crisis: Decoding the Supply Shock, Economic Impact, and Strategic Response 1. Ambuja Cement: Focus on Cost Reductions and Margin Expansion. Maintain BUY We interacted with Ambuja Cements’ management during its Sanghipuram plant visit, arranged by the company Management highlighted overall demand momentum remains healthy which has aided cement price recovery Opex is also expected to reduce QoQ driving margin stabilization Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below. 2. IDFC First Bank (IDFCFB IN) Vs Punjab National Bank (PNB IN): Stat Arb Setup Targets 8% Context: The IDFC First Bank (IDFCFB IN) vs.

It’s the mid-2000s. Indian TV is full of serious construction ads showing load-bearing beams and compressive strength charts. Continue reading on Medium »