Cement Price hikes in India in H1-2010 – Merrill

As India is entering the peak season for construction (January to June), the industry reported a surge in cement demand of around +13% in January, Y-o-Y. Cement companies have witnessed strong volume growth on the back of increased government spending on housing, roads, ports & power stations and the momentum is expected to continue.

Read moreCement Price hikes in India in H1-2010 – Merrill

Indian Food price inflation – not just a one-off

There is more to India’s food price inflation – which touched a decade-high 20% YoY in December 2009 – than just the drought. A fundamental tightness in the domestic demand-supply balance of food seems to have emerged over recent years. The spurt in wholesale prices of some food items in 2009 – sugar 35%, pulses 41%, milk 13% and eggs 24% – was the highest in over a decade and that could complicate monetary policy. Global food price trends alone do not explain the acceleration in food price inflation in India.

Read moreIndian Food price inflation – not just a one-off

TVS Motor’s January sales up 34%

Chennai-based two-wheeler maker, TVS Motor Company has reported 34% jump in its January sales. The company sold total 125,578 two-wheelers during the month under review against 93,729 units in January 2009.

On domestic front, it has clocked 37% growth in January 2010 by registering sales of 109,504 units as compared to 79,729 units in the corresponding period of the previous year.

Read moreTVS Motor’s January sales up 34%

Reliance Globalcom and Broadband revenues Declines

Rcom’s Q3FY10 results were below expectations on the revenue and EBITDA front on account of a steeper decline in Globalcom and Broadband revenues than anticipated. The EBITDA margin declined sequentially by 128bps due to the drop in revenue and a 15.3% increase in access charges, which was only partly offset by a decline in network … Read more Reliance Globalcom and Broadband revenues Declines

Crompton Greaves recommends Bonus + Interim Dividend

Crompton Greaves Ltd has informed us that the Board of Directors of the Company at its meeting held on January 28, 2010, inter alia, has approved the following:

1. The Board of Directors have declared an interim dividend of 70% i.e. Rs. 1.40 per share.

2. The Board of Directors have recommended issue of Bonus Shares in the proportion of 3 (Three) new Equity Shares for every 4 (Four) Equity Shares, of Rs. 2/- each.

Read moreCrompton Greaves recommends Bonus + Interim Dividend