Wednesday, September 9, 2009

>ACC LIMITED (INDIA INFOLINE)

Weak monsoon unlikely to dampen demand.

Strong volume growth to drive revenues....

....but margin pressure seen ahead

Tweak earnings estimates but retain Market Performer

Supply glut looms on the horizon.

Shift in geographic mix: rising exposure to Southern region.

Retain Market Performer; Valuation appears reasonable.

To see full report: ACC LTD

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