Tag: Infra stock

Synopsis: Lodha’s elevated inventory days stem from its township-led, long-cycle development strategy rather than weak demand. Large land banks, phased execution, and a deliberate supply buffer inflate inventory metrics while…

Synopsis: UltraTech Cement’s rise from a divested L&T business in 2004 to India’s largest cement producer is a story of strategic acquisitions, aggressive capacity expansion and disciplined execution. By combining…