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HDFC Securities Institutional Equities
By H2 FY26, Sagar Cements Ltd. plans to expand the Andhra Cements capacity from 2.25 million metric tonne to 3 mmt, Gudipadu from 1.25 mmt to 1.5mn MT, and Satguru from 1 to 1.5 mmt.
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We like Sagar Cements for-
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its rising regional diversification;
its increased focus on green fuel and power consumption; and
its focus on increasing blended cement production.
We maintain our FY24/25/26E estimates and 'Add' rating on the stock with an unchanged target price of Rs 250/share (7.5 times its Sep-25E consolidated Ebitda).
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