Link to You Tube Video – Cement Sector Deep Dive! Industry analysis, EBIDTA/ton driver (most imp metric), Top 4 cos evolution – YouTube (Cement Sector Teach-In)
Hi, This is Harshit Toshniwal here. I was working as equity investment analyst for last 7 years, with Premji Invest, Jefferies and ICICI Securities.
Building sector knowledge has a long shelf life as investor, and with that belief, I have taken some time for myself to dedicate it on developing wider understanding across more sectors/stocks. While I build my own understanding, I am also motivated to put up sector teaching videos alongside.
I am starting with cement sector analysis. It is a long video, but covers in depth on –
• Overview of demand drivers and manufacturing process
• Regional demand-supply dynamics of cement
• Variables that drive IRR of cement capacity expansion
• Deep dive into the most important metric, “EBIDTA per ton” – Understanding its sensitivity
• Evolution and analysis of top 4 players (Ultratech, Shree, ACC & Ambuja), How Adani’s entry impacts sector?
• What is the crucial metric to track, that drives stock prices.
Link to You Tube Video – Cement Sector Deep Dive! Industry analysis, EBIDTA/ton driver (most imp metric), Top 4 cos evolution – YouTube
Feel free to share it with anyone you might think it can be of use. Looking forward to your responses and feedback for improvement.
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