印度水泥行业研究报告2009年9月

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Table of Contents
The Story… 3
Highlights 4-9
• Impact of drought on the industry 4
• Indian cement industry in FY09, FY10E & FY11E 4-5
• Our take on cement demand, oversupply, realisation & margins 5-6
• Region specific dynamics 7-8
• Our methodology 8-9
Key drivers of increase in cement demand 10-12
• Pick up in demand in affordable housing segment 10
• Expected increase in GDP growth to cement growth ratio 10
• Government to focus on infrastructure development to pump prime economy 11
• Heightened activities in road sector 11-12
• Easier availability of financing for construction players to drive cement demand 12
Ramp Up in Installed Cement Capacity 13-18
• Northern Region – Grasim & Jaiprakash to steal the show in capacity expansions 13-14
• Eastern Region – OCL, ACC, Lafarge & Ambuja plan significant expansion 14-15
• Southern Region–ACC, UltraTech, Zuari Cement, Rain Commodity & many more 15-16
• Western Region – Jai Prakash, ACC & Sanghi Cement to show the way 16
• Central Region – Maximum capacity expansion by Jaiprakash 17
• All India – Big as well as smaller players have huge capacity expansion plans 17-18
Demand Supply Scenarios 19
Northern Region – Ballooning demand …but oversupply appears inevitable 20-23
Eastern Region – Trend of slightly higher supply vis-à-vis demand in FY09 to continue 24-27
Southern Region – Massive capacity build up a major concern 28-31
Western Region – Cement deficit situation to persist until FY10E 32-34
Central Region – Cement surplus situation to increase gradually 35-37
All India – Struggling with record surplus 38-40
Inter-Region Cement Industry Dynamics 41
The Drought-Cement Relationship… 42-43
Decline in imported coal prices 44
Conclusion 45

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关键词：行业研究报告 研究报告 水泥行业 行业研究 Construction 研究报告 行业 印度 水泥

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