Nirmal Bang Identifies Defense Sector Growth, Warns of Cement Margin Squeeze from Fuel Prices

Entertainment National Sports Markets Business & Economy Lifestyle World Astrology & Religion Technology Education & Jobs Auto Politics Viral Opinions

Loading more articles...

Nirmal Bang: Defense Sector Soars, Cement Margins Squeezed by Fuel Costs

Nirmal Bang: Defense Sector Soars, Cement Margins Squeezed by Fuel Costs

C

CNBC TV18•17-03-2026, 12:58

Nirmal Bang: Defense Sector Soars, Cement Margins Squeezed by Fuel Costs

•Nirmal Bang's Jyoti Gupta is positive on the defense sector, citing strong order books and execution visibility, despite high valuations.
•Top defense picks include HAL and BEL, indicating confidence in their performance.
•In the cement sector, Gupta notes limited impact from gas prices but warns of rising pet coke and coal costs pressuring margins.
•Demand for cement may moderate, leading to a preference for large-cap players like Ambuja and UltraTech.
•Nirmal Bang advises caution on weaker regional cement players due to potential margin pressures and moderating demand.

Read Full Article on Cnbc in English

✦

More like this

✦

More like this

FMCG Margins Squeezed by Rising Crude; Price Hikes Expected, Nuvama Warns

FMCG Margins Squeezed by Rising Crude; Price Hikes Expected, Nuvama Warns

Rising Crude, Bond Yields Threaten PSU Banks; SBI Securities Eyes Auto Ancillaries, FMCG

Rising Crude, Bond Yields Threaten PSU Banks; SBI Securities Eyes Auto Ancillaries, FMCG

Anirudh Garg is the Partner and Fund Manager at INVasset PMS

Oil Price Pressures May Hit Trade, Inflation, But Macro Remains Resilient: INVasset PMS

Anil Ghelani is the Head of Passive Investments and Products at DSP Investment Managers

DSP's Anil Ghelani: Oil Blockade Threatens Earnings Beyond March Quarter

Netweb Technologies | The company reported record revenue and profit during the December quarter. Revenue for the quarter grew by 165% sequentially to ₹804.9 crore. Net profit for the period stood at ₹73.3 crore, registering a growth of over 90% from the September quarter. It executed a large strategic order worth ₹450 crore during this period.

Kotak's Sanjeev Prasad: Macro Indicators Up, But Tariffs & Valuations Cap Market Upside

आरटीपी वह दर होती है जिस पर रिफाइनरियां अपनी मार्केटिंग इकाइयों को तेल बेचती हैं.

Govt refuses to cap RTP: What it means for fuel prices & oil companies