Indian Cement – Adani Market Entry, Competitive Environment Update & 2023 Outlook

  • Public Equity
  • Materials
  • Asia exc. Greater China


Former executive at UltraTech Cement Ltd


  • Rationale behind Adani’s (NSE: ADANIENT) Indian cement market entry, Himachal Pradesh shutdown and supply impacts
  • Expected impact of competition between UltraTech (NSE: ULTRACEMCO) and Adani on the wider competitive landscape
  • 2023 supply, demand and margin outlook for Indian cement


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