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Prabhudas Lilladher's research report on Shree Cement
SRCM reported weaker than expected std operating performance in Q2FY26 on muted volume growth which grew ~4% YoY to 7.9mt. Blended NSR declined 1.5% QoQ due to weakness in cement prices in the East and South. Elevated raw material costs and weak operating leverage led to higher other expenses. Consequently, EBITDA/t stood at Rs1,108 (PLe Rs1,206). Mgmt. indicated some price erosion during the festive period, which would weigh on Q3 realizations, though improving demand supported by GST rationalization and seasonally stronger activities is expected to partly offset the impact. With the commissioning of a

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