Indian Cement Industry

Jun, 2013   |   Care Research   |   Format : PDF

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The Cement industry witnessed a dismal demand growth in past few years. The slowdown in the real estate sector and delay in takeoff of various infrastructural projects in the period FY11-13 took a toll on the cement demand. Spiralling cost of capital, delays in execution of infrastructure as well as industrial projects and the economic slowdown adversely affected the offtake of cement. In the period FY11-13, cement consumption grew at a CAGR of mere 5.6 per cent compared to a CAGR of 9.9 per cent in the period FY 07-10. In FY13, the cement industry witnessed a marginal improvement in the PBDIT margin despite the rise in the cost and sluggish demand. The industry was able to pass on the increased cost burden to the consumers on the back of the supply discipline followed by the cement players in this fiscal. The PBDIT margin of the industry improved marginally to 22% in FY13.

Will the slowdown in the cement demand continue? When will the cement industry witness a revival in consumption? Which sector will drive the cement demand? How much cement demand is estimated to emanate from key demand-driving segments? Which region will outperform on the consumption front? Will the margins of the industry remain under pressure in FY14? What is the scope of consolidation in the industry going ahead? CARE Research has attempted to address these queries using the most pragmatic approach.

CARE Research's report on the Indian Cement industry contains comprehensive data and analysis of the sector apart from giving CARE's outlook. With its established network of primary and secondary sources, CARE Research has captured exhaustive data on various parameters to analyse the industry. CARE Research has also forecasted the demand of cement expected to emanate from various sectors and regionwise demand supply scenario. Outlook on the cost structure and margins is also provided in the report.

In addition, monthly updates included with the subscription to this report will help the user to keep abreast of the latest developments in the industry

SECTION- I CARE Researchs OUTLOOK
Outlook on,

Overall projected Demand-Supply situation
Region-wise projected Demand-Supply situation
Cement demand drivers
Capacity addition & Operating rate
Regionwise projected cement prices in FY14
Cost structure & Margins
Valuation & Consolidation

SECTION- II INDUSTRY SECTION
Overview
Cement industry continued to show a dismal performance in FY13
Slowdown in capacity addition led to marginal improvement in the utilisation rate in FY13...
Eventhough, demand remained subdued in FY13, cement prices witnessed an upward trend
Holcim and Aditya Birla groups, taken together accounted for about 34 percent of capacity in FY13

Demand-Supply Analysis
Overall Demand Supply scenario
Capacity Addition
Region-wise Demand-Supply scenario
Overall Inter-regional movement
Detailed Regional Analysis
North
South
West
East
Central

Cost Analysis
Cost structure of the industry
Power & Fuel Cost
Freight Cost
Raw Material (RM) Cost

Market competition & Industry averages
Industry averages
Market share of major players

SECTION- III COMPANY SECTION
Company Profiles
ACC Ltd.
Ambuja Cements Ltd.
India Cements Ltd.
Shree Cements Ltd.
UltraTech Cement Ltd.

SECTION- IV ANNEXURES
Industry Basics
Types of Cement
Cement Manufacturing Process
Industry Characteristics

Key Statistics - Financial Performance

Key Statistics - Operational Performance

List of Tables

SECTION - I CARE Researchs OUTLOOK

Outlook

SECTION - II INDUSTRY SECTION
Overview
Status of Top 10 players (capacity-wise)
Capacity addition by small & medium players

Demand-Supply Analysis
Overall demand-supply scenario
Trend of cement exports and imports
Cement importing countries
Cement exporting countries
Overall Inter-regional cement movement in FY13
All India inbound and outbound cement movement in FY13
North- Inter-regional cement movement in FY13
South-Inter-regional cement movement in FY13
West-Inter-regional cement movement in FY13
East-Inter-regional cement movement in FY13
Central-Inter-regional cement movement in FY13

Cost Analysis
Industry cost breakup in FY13
State wise power tariff
Cost comparison of grid & captive power
Per tonne freight cost in FY13
Indias limestone position

Market Competition & Industry Averages
Trends in Industry averages

SECTION III COMPANY SECTION
ACC Ltd.
Plant-wise Capacity
Key Financials
Financial & Profitability Ratios
Corporate Actions and Remarks

Ambuja Cement Ltd.
Plant-wise Capacity
Key Financials
Financial & Profitability Ratios
Corporate Actions and Remarks

India Cements Ltd.
Plant-wise Capacity
Key Financials
Financial & Profitability Ratios
Corporate Actions and Remarks

UltraTech Cements Ltd.
Plant-wise Capacity
Key Financials
Financial & Profitability Ratios
Corporate Actions and Remarks

Shree Cements Ltd.
Plant-wise Capacity
Key Financials
Financial & Profitability Ratios
Corporate Actions and Remarks

SECTION IV ANNEXURES
Industry Basics
Per capita consumption
Duty structure

Key Statistics Financial Performance
Net Sales
Operating Profit
Net Profit
Operating Profit Margin
Net Profit Margin
Interest Coverage ratio

Key Statistics Operational Performance
State-wise trend in cement production
Region-wise cement consumption
Inter regional cement movement in FY13
Company-wise installed capacity
Company-wise production
Company-wise dispatches
Excise Duty
Domestic cement prices

List of Graphs

SECTION - I CARE Researchs OUTLOOK

Outlook
Trends of YoY growth of GDP and cement consumption
Planned investment in 12th Five Year Plan
Expected demand from different projects in pipe line across various sub-sectors
Projected regionwise of capacity addition
Projected capacity utilization trend
Projected demand-supply scenario - Western Region
Projected demand-supply scenario - Eastern Region
Projected demand-supply scenario - Northern Region
Projected demand-supply scenario - Central Region
Projected demand-supply scenario - Southern Region
Regionwise price trend
Trend of international coal prices
Trend of diesel prices
Projected Power & Fuel and Freight cost
Trend of realization
Trend in PBDIT Margin
Break-even cushion
Trend of Breakeven capacity for industry and new plant

SECTION - II INDUSTRY SECTION
Overview
Trend of cement consumption
Trend on Capacity, Production & Capacity Utilization
Region-wise yearly average cement price trend
Region-wise monthly price trend

Demand-Supply Analysis
Trend of capacity addition
Region-wise capacity utilization rate
Regional statistics (FY13)
Regional scenario in FY13
Trend of production & consumption in the North region
North - Position of top players at the end of FY 13 (based on capacity)
Yearly average price trend - Delhi
Monthly price trend- Delhi
Trend of production and consumption in the South region
South - Position of top players at the end of FY 13 (based on capacity)
Yearly average price trend - Chennai
Monthly price trend- Chennai
Trend of production & consumption in the West region
West - Position of top players at the end of FY 13 (based on capacity)
Yearly average price trend Mumbai
Monthly price trend- Mumbai
Trend of production & consumption in the East region
East - Position of top players at the end of FY 13 (based on capacity)
Yearly average price trend Kolkata
Monthly price trend- Kolkata
Trend of production & consumption in the Central region
Central - Position of top players at the end of FY 13 (based on capacity)

Cost Analysis
Power cost per unit (Industry Average)
Trend of cement dispatch mode mix
Distribution of proven limestone reserves
Wholesale Price Index (WPI) of Gypsum in India

Market Competition & Industry averages
Trend of industry averages
Market share of Major players (FY13)
Market share of major players (FY06 v/s FY12)

Industry Basics
Types of cement
Cement manufacturing process

SECTION - III COMPANY SECTION
ACC Ltd.
Cost Break-up (CY12)

Ambuja Cement Ltd.
Cost Break-up (CY12)

India Cements Ltd.
Cost Break-up (FY12)

UltraTech Cements Ltd.
Cost Break-up (FY12)

Shree Cements Ltd.
Cost Break-up (FY12)

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