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Ultratech Cement (Sharekhan) Q1 performance impressive |
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Ugly Duckling
Impressive performance, earnings ahead of estimates
Revenue growth driven by realisation growth
Expansion in the OPM due to higher realisation | Date | Rating | Target Price | Recommendation Price | Broker house | | 29 Jul 2011 | hold | 1150 | 1029 | Sharekhan Report | |
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UltraTech Cement (ICICI securities) Better realisations, lower cost drive profit |
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Lower demand during quarter hits topline;EBITDA/tonne improves ~30% QoQ to | 1134 per tonne | Date | Rating | Target Price | Recommendation Price | Broker house | | 28 Jul 2011 | hold | 1081 (from 1011) | 1027 | ICICI securities Report | |
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UltraTech Cement (Angel) Strong improvement in realisation leads to stellar operating performance |
| Date | Rating | Target Price | Recommendation Price | Broker house | | 28 Jul 2011 | neutral | -- | 1030 | Angel Report | |
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UltraTech Cement (Deutsche Bank) Results surprise; but outlook still negative |
| Date | Rating | Target Price | Recommendation Price | Broker house | | 28 Jul 2011 | sell | 857 | 1027 | Deutsche Bank Report | |
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Ultratech Cement (Goldman Sachs) Above expectations: Cost control leads to strong margins |
| Date | Rating | Target Price | Recommendation Price | Broker house | | 28 Jul 2011 | neutral | 1097 | 1027 | Goldman Sachs Report | |
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Ultratech Cement (Emkay) Realizations surprise positively |
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Higher exit prices for FY11 help Q1FY12 number beat expectations;Lower than expected costs further boosts EBITDA/t Rs1205, + 27%qoq;Cement prices down Rs20/bag from April-11 peaks-New Mining Tax could be another blow -Valuations still not in comfort zone– Maintain REDUCE | Date | Rating | Target Price | Recommendation Price | Broker house | | 27 Jul 2011 | reduce | 1050 | 1028 | Emkay Report | |
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UltraTech Cement (Citi) 1QFY12 Outperforms on Lower Costs; Pressures Ahead |
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1QFY12 PAT beats estimates;Volumes, prices under pressure;Cost increases: a key concern;Plans for new capacity;Maintain Sell | Date | Rating | Target Price | Recommendation Price | Broker house | | 27 Jul 2011 | sell | 985 | 1027 | Citi Report | |
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ultratech cement (Angel) Strong improvement in realisation leads to stellar operating performance |
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ultratech cement (HDFCSec) Q4FY11 Result Update |
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ultratech cement (ICICIsec) Better realisation, tax gain boost profit |
Growth in volumes, realisation on slight demand recovery; EBITDA/tonne improves ~29% QoQ to | 928 per tonne
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