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How companies are tweaking ESG disclosures selectively

The Environment, Social and Governance (ESG) disclosures as mandated by SEBI is still in the nascent stage in India but an assessment of the last three years' submissions by corporates found that companies are tweaking them on their own.
Exchange Board Of India Bharat Forge Centre For Science Environment Glaxosmithkline Pharmaceuticals Business Responsibility Sustainability Report

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As Adani tries to build a challenge, Birla cements leadership with UltraTech

In the highly competitive cement industry in India, the Adani Group faces challenges in catching up to the leader, UltraTech Cement, owned by the Aditya Birla Group. UltraTech recently crossed 150 million tonnes in production capacity and plans to further increase it to 200 million tonnes. Adani has made strategic acquisitions but will need more to gain market share. The overall cement industry in India is expected to add significant capacity in the coming years, driven by infrastructure and hou...
Tamil Nadu Gautam Adani Dalmia Bharat Kumar Birla Kumar Mangalam Birla Kesoram Industries

cement stocks to buy: Cement prices to be a little bit weak near term & cement companies to have lower profitability: Rakesh Arora

Rakesh Arora discusses the impact of market share competition on cement prices despite good demand. Strategic acquisitions during low prices can lead to cheap valuations. The industry sees consolidation with big players like UltraTech and Adanis competing.
Dalmia Bharat Rakesh Arora Sanghi Industries Indian School Of Business Offering College Adani Group

Sandip Sabharwal: May consider cement pack after a few months; Axis Bank a candidate for rerating: Sandip Sabharwal

Sandip Sabharwal highlights Axis Banks undervaluation, potential for re-rating. Discusses RBIs ban on Kotak credit cards, online accounts. Aditya Birla Groups impact on stock prices and the caution advised in the cement sector due to pricing pressures.
Uttar Pradesh Dalmia Bharat Sandip Sabharwal Btab Group Offering College Axis Bank

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