I have completed the exercise below using data from the 2024 annual report. ACC and Ambuja have approximate values since, post-Adani takeover, we do not have the split for ACC and Ambuja.
From the information below, can we infer that Birla Corp and JK Lakshmi appear fairly valued for now w.r.t their efficiencies, while other companies are overvalued with an EV/Ton greater than $85.
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