BQ Blue's special research section collates quality and in-depth equity and economy research reports from across India's top brokerages, asset managers and research agencies. These reports offer BloombergQuint's subscribers an opportunity to expand their understanding of companies, sectors and the economy.
Motilal Oswal Report
Dalmia Bharat Ltd. continued to post market share gains in Q4 FY21, as volumes grew 24% YoY (despite weak demand in South India), supporting 53% growth in Ebitda.
Cost is expected to rise in the near term due to higher cost of steel slag and energy.
On the other hand, the industry has taken a sharp 20% price hike in East India (approximately 50% of the company's volumes) in the last two months, which would expand margins.
We expect market share gains to continue, supported by ~25% capacity expansion over the next year.
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