วีดีโอ

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... 👍

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👏👏👏

Tremendous analysis 👍

Detailed video regarding infrastructure and steel sector

nothing's going to happen. the bribery is in india, but the case is in US. microsoft did the same to push windows across the world, and got away with it like it was nothing. whatever it may be, Adani has political backing and they're making a buck while generating capacities for india.

👍 Great

❤

Thanks bro again 👍

Trump ko kyu wish kiya .aub natiza bugto😂😂

Solar rooftop bhi isi ka hissa hai।

Thankyou

Nice narration.. And this was very informative. I got a new knowledge about cement industry. Thank you Shantanu Jain and Zerodha.

Great ❤

Very nice report Kashish . I liked ur reporting and analysis. But I have one suggestion, try to include more business news in same time. U may reduce analysis time like healthbl wala point in this video.

अदानी जो मोदी जी के चहते हैं ऑपरेशन लोटस के फाइनेंसर हैं उनको भी अपनी बिजली बेचने के लिए 2000 करोड़ से ऊपर की रिश्वत देनी पड़ती है उसे पर हमारे प्रधानमंत्री का जुमला की ना खाऊंगा ना खाने दूंगा भैया हम अभी तक के आजाद भारत के सबसे भ्रष्ट समय में जी रहे हैं

अदानी ने सरकार को ही खरीद लिया है 😂😂 पावर ऑफ अदानी 💪💪💪

Good presentation.. indepth knowledge..keep it up

Also add SIPOREX BLOCKS industry in this Analysis...Grey and White Cement

You Must add Precast Homes Readymade Homes in this Analysis t....

Ambuja Cements fell down by 12% today let's see 🙈

Very good 👍

Tysm kashish and team❤

Great efforts by shantanu and team❤

According to govt, cement is a luxury product and hence 28% GST

हमारी नगरपालिका कंगाल चल रही है 2 साल से। स्ट्रीट लाइट भी नही है उनके पास 2 साल से। 4 साल से नाला बनाने की शिकायत कर रहे है पर उनके पास पैसा ही नही बनवाने क। नगरपालिका कर्मचारियों को सैलरी भी 3 महीने बाद मिलती है वो भी परेशान चल रहे है। राज्य सरकार टैक्स का पैसा फ्री बाटने में लगी है महिलाओं को। इसलिए हमें लगता है अंग्रेजों के बाद दूसरी लूट आजकल की सरकारों ने मचाई है

Thankyou

transfer fund kya hote hai?

Seriously ur explanation very good 👍

मुंशी पार्टी में बहुत ज्यादा करप्शन है वही ठीक हो जाए तो पूरी समस्या सॉल्व हो सकती है और जो आपने पार्किंग से रेवेन्यू जेनरेट करने की बात की पार्किंग का तो माफिया चल रहा है उसमें पुलिस की भी हिस्सेदारी है

GM Brother

Bakwas product hai iske. Mene ek bar kharida tha lekin ab kabhi nahi kahrudunga

support birla cement .

27:10 Thus data from where?

This channel is a GEM

Sir please make deep case study in hindi your best in explaining sectors😊😊😊

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.

IPO lane ke liye Balance sheet cleaning process chalti hai.. Plz make video on the same so ipo ke craze me paise na gava de

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.

The content was top notch ❤

ye zerodha ka channel hai kya sahi mein

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🎉🎉

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

Hi team , you are doing great job Please make similiar video on sector like hospital sector , quick commerce ,etc

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!!

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

Awesome video

Great video.. please make a similar video on india's power sector (generation, storage, distribution companies) (both renewable and non-renewable)

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.

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.

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 💯🙌