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ICICI Securities Report
In the past two-three years, we have seen a few business models in the building material space succumbing to the mounting pressures of muted demand and liquidity woes resulting in severe market cap disruption.
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Considering - 1. faster than expected volume recovery post Covid-19,
2. considerable balance sheet strengthening post the pandemic (which otherwise would have taken considerable time), and
3. cost-cutting initiatives undertaken by the covered companies, we put forward three turnaround themes – Somany Ceramics Ltd., Visaka Industries Ltd. and Greenpanel Industries Ltd.
We believe these companies have the potential to not only beat the benign (street) earnings expectations, but also see significant improvement in their balance sheet quality leading to strong potential for rerating.
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