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Adani Power, Adani Green, Adani Ports to Adani Enterprises: Gautam Adani group stocks rise up to 5%. Do you own any?
Adani Total Gas led the gains, surging more than 5%. Adani Green Energy and Adani Energy Solutions advanced over 3% each, while Adani Enterprises, Adani Ports and Special Economic Zone (APSEZ), Adani Power, Ambuja Cements and ACC gained more than 2% each.
Cement makers strive to repair realizations; can investor sentiment revive?
Premium cement and higher trade sales are supporting realizations, but rising fuel costs, weak pricing power and looming capacity additions are clouding earnings prospects.
India Cements acquires 12.48% stake in FPEL Services
The acquisition is for the purposes of meeting the Company's green energy needs, optimising energy cost and comply with regulatory requirements for captive power consumption under electricity laws.
UltraTech Cement buys stake in renewable energy firm to cut power costs
UltraTech Cement Ltd has entered into an Energy Supply Agreement and a Share Subscription and Shareholders Agreement to acquire a 13.99% equity stake in FPEL Services Pvt. Ltd., a company engaged in the generation and transmission of renewable energy through wind power.
Jefferies met the management of four Adani Group companies; check key triggers and targets
Transmission opportunities worth ₹1.5 lakh crore, renewable capacity expansion to 50 GW, thermal power growth and a turnaround in the cement business are among the key themes highlighted by Jefferies after meeting the management of four Adani Group companies.
Cement firms do well amid strain, but face capacity test
Cement companies saw strong volume growth in Q4 FY26, fueled by construction and government spending. Despite rising costs impacting margins, earnings met expectations. For FY27, demand growth is projected to moderate, with capacity additions likely to constrain pricing power. Companies are focusing on cost efficiencies and premiumization to safeguard profitability.
BSE 100 rejig: Paytm, Ashok Leyland and CG Power enter index; Adani Group-owned Ambuja, 2 more exit
Paytm, Ashok Leyland, and CG Power were added to the BSE 100, replacing Ambuja Cements, Tube Investments, and Colgate-Palmolive, effective today. TVS Motor entered the BSE Sensex 50, dislodging Adani Enterprises.
Dalmia Cement (Bharat) to acquire 5.2 MnTPA cement undertaking from Jaiprakash Associates
Additionally to acquire 3.3 MnTPA clinker capacity and 99 MW thermal power capacity
Dalmia Bharat seals Rs 2,850 crore deal for JAL cement assets after Adani insolvency takeover
Dalmia Cement has acquired key cement assets from Jaiprakash Associates for ₹2,850 crore. This deal, facilitated by the Adani Group's insolvency resolution, strengthens Dalmia's presence in central India. The acquisition includes cement plants and power capacity, boosting Dalmia's total capacity significantly. This move accelerates expansion plans and provides faster market access.
Dalmia Bharat nears deal for JAL cement assets after Adani insolvency takeover: sources
Dalmia Bharat is set to acquire Jaiprakash Associates' cement assets for over Rs 2,500 crore. This follows Adani Group's acquisition of Jaiprakash Associates under insolvency. The deal settles past disputes. Adani Ports is also acquiring a fertilizer holding company. Adani Power has acquired Jaiprakash Associates' power assets. These moves signal significant consolidation in India's infrastructure sector.
Cement companies' profitability to moderate in FY27 on rising fuel, logistics costs: ICRA
In FY27, Indian cement manufacturers are anticipated to experience a notable dip in profits, ranging from 10-15%. The escalating prices of power and fuel, fueled by geopolitical tensions in West Asia, are set to exert a financial pinch. Although cement prices are likely to rise, they will not fully bridge the gap created by increasing input costs.
Motilal Oswal bullish on BSE, Lenskart and cement stocks as AI, market share growth drive outlook
Siddhartha Khemka, Head of Research, Wealth Management at Motilal Oswal Financial Services, said the brokerage remains positive on BSE Ltd. with a ₹4,400 target as cash market share gains and NSE’s expected listing could support growth. He also highlighted strong opportunities in AI-linked sectors such as power, cables and data centres, maintained a buy call on Lenskart with a ₹600 target, and named UltraTech Cement Ltd., JK Cement Ltd. and Dalmia Bharat Ltd. as preferred cement picks. Disclaimer: The views and tips expressed by investment experts on CNBCTV18.com are their own, not of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.