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Holcim: Cementing an Exit Strategy

The Morning Brief

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The Evolution of a C C and Ambuga

It all started, i believe, some time last year. If you go through wholesom webside and their quarterly presentations from june of last year, they've started talking more aggressively on shifting their portfolio towards a greener product makes where margin profiles are also equally good. They have also talked about exiting their capital investments in the russian markets. The chattersand chatterwill started that india is also something which they're looking to exit. That's raje sravi, vice president institutional equities research from h d f c securities,. An analyst we mentioned earlier who has been tracking cement for 13 years.

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