I am in cement business along with my dad from last 20 years.... I can say that your information is almost correct and inline with current market condition... 👍
Never felt more happy.......kudos to kamat bros our rockstar, Karthik rangappa meshtru......love u young and dynamic team.....go more deeper , the way u structure it u can simplify even the most complicated topics....i use 3blue1brown for rebrushing maths and physics....in future u can go more deeper
One more key factor to consider is the housing construction pattern in India when compared with US is the usage of wood in massive scale when it comes to American small Pucca houses. Whereas in India entire foundation to walls are made of cement. Cement Bricks could be new segment which is being widely adopted in construction moving away from traditional red bricks.
I really can't express How good are your videos They are really making a change These kind of data backend researchers along with excellent explanation Can't thank you more for this Keep growing guys 💯🙌
Great analysis Make a complete series on each and every sector My suggestion if possible make more longer videos while doing sector study, gives more perspective to think
Perfect research and analysis with a clear picture of the market trends and forecast.. Loving it... Keep up the good work team.. Waiting for the next video👏👏👏
Such a great analysis!! and explaining it from the scratch really helped in understanding better🙌!! It would be great if this content( Zerodha Hindi) is being made available in Spotify also.
Bahut hi badhiya analysis bhaiya. Adani also has a logistics cost advantage considering his long presence in the ports and logistics sector. Fly ash is a by-product from coal fired power plants.
Thanks, Sai Praneeth. And thanks for adding your insights. Yes - fly ash gets generated when these folks burn coal. It used to be a big pain point for these guys. They had to legit pay to get this disposed off. I was reading somewhere that the fly ash is now being used to make bricks - helps them create a circular economy and reduces their headache.
Wow ,sir aapne is video me jo economic se relat kiya hai, that's wonderful. Aapke diye fect se hme help milti hai upsc me main answer writing me example likhe me
sector is very well explained- It would have been more informative if you could compare the top five players in all these parameters you have mentioned.- keep up the good work - more power to you guys
AppreciateCould you plz create same sort of study on ..Finsished Lubricant Industry ( Mobil/Castrol Etc......Thannk you so much .....Proud Zerodha User Since 4 Years
highly insightful !!!! would be cool if you make sugar, Alcohol, plastics, and other high volume low cost industries with more deep insights. Awesome content keep up!!
Technology change in clinkerisation is required as industry move towards non fossil fuel. Good Coal imports required as India has only c grade coal. Coal firing for clinkerisation should move to non fossil fuel tech. This can reduce costs by another 2% means another Rs. 1 profit per bag. May be further insights could have been provided like ROI in cement vis a vis Steel. India construction proportion of 1:3 parts cement for 1 part steel will favour future of Steel industry more than cement. And supply chain part was not discussed much in this video. And possibility of value addition more in steel industry than cement, where a steel a commodity can be turned to a product than cement. Now, product technology in cement was brought where no or little water consumption at the time of construction. In addition some more product innovation happens considering to make cement durable to weather conditions with use of chemicals. For example Portland Slag Cement sold in the name of jung nirodhak cement. Of course, slag cement was there since ages but customer recognition came recently for it.
According to govt, cement is a luxury product and hence 28% GST
Yaa
Yes bro , it is।।। Cement is luxurious item
i think the best youtube channel for market gyan
Thank you. Means a lot 💯
Morning Breakfast+ Daily Brief= 🎉
🫡💯
I am in cement business along with my dad from last 20 years.... I can say that your information is almost correct and inline with current market condition... 👍
Thanks!
Never felt more happy.......kudos to kamat bros our rockstar, Karthik rangappa meshtru......love u young and dynamic team.....go more deeper , the way u structure it u can simplify even the most complicated topics....i use 3blue1brown for rebrushing maths and physics....in future u can go more deeper
One more key factor to consider is the housing construction pattern in India when compared with US is the usage of wood in massive scale when it comes to American small Pucca houses.
Whereas in India entire foundation to walls are made of cement.
Cement Bricks could be new segment which is being widely adopted in construction moving away from traditional red bricks.
Great video.. please make a similar video on india's power sector (generation, storage, distribution companies) (both renewable and non-renewable)
Very insightful video. I am addicted to your channel. We are gaining sector wise views.
Thank you so much! :)
I really can't express
How good are your videos
They are really making a change
These kind of data backend researchers along with excellent explanation
Can't thank you more for this
Keep growing guys 💯🙌
Thank you 😃
Great analysis
Make a complete series on each and every sector
My suggestion if possible make more longer videos while doing sector study, gives more perspective to think
Sure 👍
What a content love you sir alcohal industry per video kar ye sir
Thank you :) Will definitely consider
Tremendous analysis 👍
Thanks!
Perfect research and analysis with a clear picture of the market trends and forecast.. Loving it... Keep up the good work team.. Waiting for the next video👏👏👏
Thanks!!
Please Do video on Renewable Energy
Nice narration.. And this was very informative. I got a new knowledge about cement industry.
Thank you Shantanu Jain and Zerodha.
Thanks, Sumanth 🙌🏽
Brilliant content 👏👏 Awesome work sir thankyou 🙏
Glad you liked it 🙌🏽
Such a great analysis!! and explaining it from the scratch really helped in understanding better🙌!!
It would be great if this content( Zerodha Hindi) is being made available in Spotify also.
This channel is a GEM
Bahut hi badhiya analysis bhaiya.
Adani also has a logistics cost advantage considering his long presence in the ports and logistics sector.
Fly ash is a by-product from coal fired power plants.
Thanks, Sai Praneeth. And thanks for adding your insights. Yes - fly ash gets generated when these folks burn coal. It used to be a big pain point for these guys. They had to legit pay to get this disposed off. I was reading somewhere that the fly ash is now being used to make bricks - helps them create a circular economy and reduces their headache.
@@marketsbyzerodhahindi yes I also heard that but commercialization of that circular economic activity of producing bricks at market scale holds key
True
Hmm.....right 👍
Wow ,sir aapne is video me jo economic se relat kiya hai, that's wonderful. Aapke diye fect se hme help milti hai upsc me main answer writing me example likhe me
Thanks!
Great Work...Keep Going....
Thanks! 💯
Please cover Edible oil
sector is very well explained- It would have been more informative if you could compare the top five players in all these parameters you have mentioned.- keep up the good work - more power to you guys
Well done and nicely explained, keep it up!! Thanks
Thanks!
Good presentation.. indepth knowledge..keep it up
Thanks!
Sir please make deep case study in hindi your best in explaining sectors😊😊😊
Defence sector analysis awaited
The content was top notch ❤
Thanks! 😄
Too good,please do it for each and every sector, can go in more deep for supply and demand factor which impact the sector.
Keep it up🎉🎉
Thanks!
अदानी ने सरकार को ही खरीद लिया है 😂😂 पावर ऑफ अदानी 💪💪💪
You Must add Precast Homes Readymade Homes in this Analysis t....
AppreciateCould you plz create same sort of study on ..Finsished Lubricant Industry ( Mobil/Castrol Etc......Thannk you so much .....Proud Zerodha User Since 4 Years
Great efforts by shantanu and team❤
Thanks! 😄
Awesome video
Thanks! 😃
highly insightful !!!! would be cool if you make sugar, Alcohol, plastics, and other high volume low cost industries with more deep insights. Awesome content keep up!!
Thank you! 🤩
Also add SIPOREX BLOCKS industry in this Analysis...Grey and White Cement
Thankyou
Great
Could not find the sources, kindly share please
Shared in description
Hi team , you are doing great job
Please make similiar video on sector like hospital sector , quick commerce ,etc
Thanks! Noted 😄
Detailed video regarding infrastructure and steel sector
Will consider
Wao 👏🏻
Please do a video on biodiesel Industry
Will consider
Ambuja Cements fell down by 12% today let's see 🙈
👍 Great
Thanks!
Good mathematics Bhai revenue ka formula price * volume as a tech I can write a code on this great bhai
Very good 👍
Thanks!
Technology change in clinkerisation is required as industry move towards non fossil fuel. Good Coal imports required as India has only c grade coal. Coal firing for clinkerisation should move to non fossil fuel tech. This can reduce costs by another 2% means another Rs. 1 profit per bag. May be further insights could have been provided like ROI in cement vis a vis Steel. India construction proportion of 1:3 parts cement for 1 part steel will favour future of Steel industry more than cement. And supply chain part was not discussed much in this video. And possibility of value addition more in steel industry than cement, where a steel a commodity can be turned to a product than cement. Now, product technology in cement was brought where no or little water consumption at the time of construction. In addition some more product innovation happens considering to make cement durable to weather conditions with use of chemicals. For example Portland Slag Cement sold in the name of jung nirodhak cement. Of course, slag cement was there since ages but customer recognition came recently for it.
Great insights. Yes - steel is a different ball game altogether. Will try and cover about steel sector too. Hopefully soon :)
Are you the founder of Readon- CA Shantanu Jain ( Ex Swiggy )?? I felt like i have seen you somewhere.
The same 😄
Cement sector in Monopoly raising concern
Big player only benefits
Pin the comment this channel will soon be the biggest channel among all zerodha channels on UA-cam.
😃🙌🏽
Morning brush bathrooms driving + daily brief
support birla cement .
ye zerodha ka channel hai kya sahi mein
Haan. Sahi me Zerodha ka channel hai.
Hlo sir where are u from
Because I want to meet with you
And start under your job ..💝
In dono ke war me price tobhi kam kardo