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                                                                                 Region-wise volume trend


                                     mn. tonnes                  Jul-09    Jul-08     % chg    Jun-09        % chg    YTD FY10 YTD FY09       % chg
                                                                                       All India
                                     Capacity                      18.94      16.96    11.7%      18.88        0.3%       74.51       66.98    11.2%
                                     Production                    16.23      14.64    10.8%      16.59       -2.1%       66.33       59.23    12.0%
During the month of July 09,         Despatches                    15.95      14.49    10.1%      16.70       -4.5%       65.75       58.86    11.7%
All-India capacities aggregating     Capacity Utilisation (%)     85.7%      86.4%               87.8%                   89.0%       88.4%
to 0.72 mn. tonnes were added,                                                                                                                         Central region witnessed the highest
the All India capacity utilisation                                                        North                                                        utilization rates at 107.1%, while
decreased m-o-m and y-o-y to         Capacity                       4.18       3.96      5.6%         4.18     0.0%       16.68       15.82     5.4%   West reported the lowest at 74.0%.
                                                                                                                                                        0.00
85.7%.                               Production                     3.83       3.28     16.7%         3.82     0.2%       15.35       12.76    20.3%
                                     Despatches                     3.77       3.20     18.0%         3.89    -3.0%       15.25       12.61    21.0%
                                     Capacity Utilisation (%)     91.5%      82.9%                  91.4%                92.0%       80.7%

                                                                                          South
                                     Capacity                       6.83       5.51     24.0%         6.78     0.7%       26.69       21.27    25.5%
                                     Production                     5.61       5.09     10.1%         5.33     5.3%       21.62       19.87     8.8%
                                     Despatches                     5.53       5.09      8.5%         5.36     3.0%       21.45       19.94     7.6%
                                     Capacity Utilisation (%)     82.1%      92.4%                  78.5%                81.0%       93.4%

                                                                                           East
 During the month of July            Capacity                       2.83       2.49     13.6%         2.83     0.0%       10.76        9.89     8.8%
 2009, in terms of volumes           Production                     2.26       2.06     10.0%         2.46    -8.0%        9.49        8.51    11.6%
 (mn.      tonnes),       South      Despatches                     2.23       2.04      9.6%         2.47    -9.6%        9.43        8.45    11.6%
 witnessed      the     highest      Capacity Utilisation (%)     80.0%      82.5%                  87.0%                88.3%       86.0%
 capacity (6.83), production
 (5.61)     and     despatches
                                                                                           West
 (5.53),     Central     region                                                                                                                        While Central region reported the
                                     Capacity                       2.79       2.65      5.2%         2.79     0.0%       11.16       10.61     5.2%     0.00
 reported the lowest capacity                                                                                                                          highest increase in production (23.5%
                                     Production                     2.07       2.22     -6.9%         2.49   -17.2%        9.93        9.43     5.3%
 (2.30), while Western region                                                                                                                          y-o-y) and despatches (21.8% y-o-
                                     Despatches                     2.02       2.19     -7.9%         2.52   -19.7%        9.90        9.39     5.4%
 reported       the      lowest                                                                                                                        y), the Western region reported a
                                     Capacity Utilisation (%)     74.0%      83.6%                  89.4%                89.0%       88.9%
 production      (2.07)     and                                                                                                                        decline in production (6.9% y-o-y)
 despatches (2.02).                                                                                                                                    and despatches (7.9% y-o-y).
                                                                                         Central
                                     Capacity                       2.30       2.35     -1.8%         2.30     0.0%        9.22        9.39    -1.8%
                                     Production                     2.47       2.00     23.5%         2.49    -0.8%        9.94        8.65    14.9%
                                     Despatches                     2.40       1.97     21.8%         2.46    -2.3%        9.71        8.47    14.7%
                                     Capacity Utilisation (%)    107.1%      85.2%                 108.0%               107.9%       92.2%

                                     * Note: Including the numbers for ACC from the company website since data is unavailable with CMA.
                                            Region-wise distribution of ACC numbers is assumed in the same proportion as in Q1FY10.
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                                                                              State-wise volume trend



                                                                                       Northern region
                                       mn. tonnes                 Jul-09    Jul-08      % chg    Jun-09         % chg    YTD FY10 YTD FY09    % chg
                                                                                         Uttarakhand
                                       Capacity                      0.09      0.08       6.0%      0.08          6.0%       0.34      0.33     1.5%
      In     the   North,  Punjab      Production                    0.02      0.03     -31.4%      0.03        -23.1%       0.16      0.20   -22.7%
     witnessed      the    highest     Despatches                    0.02      0.04     -34.0%      0.03        -25.2%       0.16      0.20   -20.9%
     utilization rates at 105.4%,      Capacity Utilisation (%)    26.4%     40.8%                36.4%                    46.8%     61.5%
     while Uttarakhand reported
     the lowest at 26.4%.                                                                 Haryana
                                       Capacity                      0.21      0.21      0.0%     0.21            0.0%       0.82      0.82     0.0%
                                       Production                    0.10      0.05    103.1%     0.13          -19.2%       0.57      0.21   172.0%
                                       Despatches                    0.10      0.05     91.0%     0.14          -26.8%       0.58      0.21   169.7%
                                       Capacity Utilisation (%)    50.3%     24.8%              62.2%                      69.0%     25.4%
                                                                                                                                                       Haryana reported the highest
                                                                                           Punjab                                                      increase in production (103.1% y-
                                       Capacity                      0.40      0.40      0.0%      0.40           0.0%       1.58      1.58    0.0%    o-y) and despatches (91.0% y-o-
                                       Production                    0.42      0.32     28.7%      0.45          -6.7%       1.76      1.36   28.6%    y), while Uttarakhand witnessed
                                       Despatches                    0.41      0.32     28.2%      0.46         -10.6%       1.75      1.34   30.2%    the highest fall in production
                                       Capacity Utilisation (%)   105.4%     81.9%              112.9%                    110.9%     86.2%             (31.4% y-o-y) and despatches
                                                                                                                                                       (34.0% y-o-y).
                                                                                         Rajasthan
                                       Capacity                      2.92      2.70      8.3%      2.92          0.0%       11.64     10.78    7.9%
                                       Production                    2.79      2.42     14.9%      2.73          1.9%       10.90      9.18   18.7%
                                       Despatches                    2.75      2.36     16.6%      2.77         -0.7%       10.82      9.08   19.2%
    During July 2009, in terms of      Capacity Utilisation (%)    95.5%     89.9%               93.7%                     93.6%     85.1%
    volumes     (mn.      tonnes),
    Rajasthan    witnessed     the                                                    Himachal Pradesh
    highest    capacity    (2.92),     Capacity                      0.52      0.52       0.1%      0.52         0.1%        2.07      2.07    0.0%
    production     (2.79)     and      Production                    0.48      0.43      12.7%      0.47         3.1%        1.93      1.75   10.1%
    despatches    (2.75),    while     Despatches                    0.48      0.41      17.2%      0.48        -1.2%        1.91      1.72   11.4%
    Jammu & Kashmir reported           Capacity Utilisation (%)    93.6%     83.2%                90.9%                    93.3%     84.8%
    the lowest capacity (0.02),
    production     (0.01)     and                                                            Delhi
    despatches (0.01) .                Capacity                      0.04      0.04       0.0%         0.04      0.0%        0.17      0.17    0.0%
                                       Production                    0.00      0.00           -        0.00 -                0.00      0.00       -
                                       Despatches                    0.00      0.00           -        0.00 -                0.00      0.00       -
                                       Capacity Utilisation (%)     0.0%      0.0%                    0.0%                  0.0%      0.0%

                                                                                      Jammu & Kashmir
                                       Capacity                      0.02      0.02       0.0%    0.02           0.0%        0.07      0.07     0.0%
                                       Production                    0.01      0.01     -21.3%    0.01          28.3%        0.04      0.05   -17.5%
                                       Despatches                    0.01      0.02     -22.0%    0.01          12.0%        0.04      0.05   -21.8%
                                       Capacity Utilisation (%)    70.5%     89.6%              54.9%                      64.4%     78.0%

                                                                                       Southern region
                                       mn. tonnes                 Jul-09    Jul-08      % chg    Jun-09         % chg    YTD FY10 YTD FY09    % chg
                                                                                       Andhra Pradesh
    In     the    South,    Kerala     Capacity                      3.13      2.72      15.0%      3.13         0.0%       12.51     10.19   22.7%
    witnessed      the     highest     Production                    2.51      2.37       5.7%      2.37         5.8%        9.83      9.29    5.8%
    utilisation rates at 87.9%,        Despatches                    2.46      2.36       4.0%      2.39         2.7%        9.74      9.30    4.6%
    while      Andhra     Pradesh      Capacity Utilisation (%)    80.2%     87.2%                75.8%                    78.6%     91.2%
    reported the lowest at 80.2%.
                                                                                         Tamil Nadu
                                       Capacity                      2.38      1.57     51.5%      2.33          2.2%        8.86      6.19   43.2%
                                       Production                    1.97      1.66     18.4%      1.81          8.9%        7.37      6.41   15.1%    Tamil Nadu reported the highest
                                       Despatches                    1.97      1.66     18.8%      1.83          7.8%        7.36      6.44   14.3%    increase in production (18.4% y-o-
                                       Capacity Utilisation (%)    82.9%    106.1%               77.7%                     83.2%    103.5%             y) and despatches (18.8% y-o-y),
   During July 2009, in terms of                                                                                                                       while Kerala reported a decline in
   volumes (mn. tonnes), Andhra                                                          Karnataka                                                     production (15.8% y-o-y) and
   Pradesh witnessed the highest       Capacity                      1.28      1.17      9.1%      1.28          0.0%        5.12      4.69     9.1%   despatches (23.7% y-o-y).
   capacity (3.13), production         Production                    1.09      1.00      8.3%      1.10         -0.9%        1.09      3.98   -72.7%
   (2.51) and despatches (2.46) ,      Despatches                    1.05      1.02      3.7%      1.09         -3.4%        4.18      4.01     4.3%
   while Kerala reported the           Capacity Utilisation (%)    85.0%     85.6%               85.8%                     21.2%     85.0%
   lowest     capacity    (0.05),
   production      (0.05)    and                                                            Kerala
   despatches (0.04).                  Capacity                      0.05      0.05       0.0%         0.05       0.0%       0.21      0.21     0.0%
                                       Production                    0.05      0.05     -15.8%         0.05      -8.5%       0.17      0.19    -7.3%
                                       Despatches                    0.04      0.05     -23.7%         0.05     -19.3%       0.17      0.19    -7.2%
                                       Capacity Utilisation (%)    87.9%    104.4%                   96.1%                 83.1%     89.6%

                                                                                       Eastern region
                                       mn. tonnes                 Jul-09    Jul-08     % chg     Jun-09         % chg    YTD FY10 YTD FY09    % chg
                                                                                           Assam
                                       Capacity                      0.02      0.02      0.0%       0.02         0.0%        0.07      0.07    0.0%
                                       Production                    0.01      0.01     21.1%       0.01        33.1%        0.05      0.04   18.2%
                                       Despatches                    0.01      0.01     14.3%       0.01        -2.8%        0.05      0.04   22.1%
      In    the   East,  Meghalaya
                                       Capacity Utilisation (%)    74.1%     61.2%                55.7%                    78.4%     66.3%
     witnessed       the   highest
     utilization rates at 105.1%,
                                                                                         Meghalaya
     while Orissa reported the
                                       Capacity                      0.13      0.13      0.0%      0.13          0.0%        0.52      0.52    0.0%
     lowest at 63.3%.
                                       Production                    0.14      0.10     42.4%      0.14         -1.8%        0.54      0.47   15.5%
                                       Despatches                    0.13      0.10     33.1%      0.14         -6.1%        0.53      0.46   15.8%
                                       Capacity Utilisation (%)   105.1%     73.8%              107.0%                    104.8%     90.7%

                                                                                            Bihar
                                       Capacity                      0.08      0.08      0.0%          0.08      0.0%        0.33      0.33    0.0%
                                                                                                                                                       Bihar reported the highest increase in
                                       Production                    0.06      0.03     79.2%          0.06      2.7%        0.19      0.18    2.8%
                                                                                                                                                       production    (79.2%    y-o-y)    and
     During July 2009, in terms of     Despatches                    0.06      0.03     87.6%          0.06     11.8%        0.18      0.18    2.4%
                                                                                                                                                       despatches (87.6% y-o-y), while
     volumes      (mn.     tonnes),    Capacity Utilisation (%)    74.2%     41.4%                   72.2%                 55.8%     54.3%
                                                                                                                                                       Chhatisgarh witnessed a fall in
     Chhatisgarh witnessed highest                                                                                                                     production   (3.8%    y-o-y)      and
     capacity (1.00), production                                                         Jharkhand
                                                                                                                                                       despatches (5.2% y-o-y).
     (0.85) and despatches (0.83)      Capacity                      0.46      0.43      7.8%      0.46          0.0%        1.81      1.71    5.8%
     while Assam reported the          Production                    0.42      0.40      4.5%      0.45         -7.8%        1.73      1.58    9.9%
     lowest     capacity    (0.02),    Despatches                    0.41      0.39      5.0%      0.45         -8.6%        1.73      1.58    9.2%
     production     (0.01)     and     Capacity Utilisation (%)    90.0%     92.8%               97.6%                     95.4%     91.9%
     despatches (0.01).
                                                                                           Orissa
                                       Capacity                      0.61      0.39     56.9%          0.61       0.0%       2.00      1.48   35.0%
                                       Production                    0.39      0.40     -2.6%          0.46     -15.3%       1.71      1.55   10.8%
                                       Despatches                    0.39      0.39      0.2%          0.46     -15.2%       1.71      1.53   11.4%
                                       Capacity Utilisation (%)    63.3%    102.0%                   74.8%                 85.8%    104.5%

                                                                                        West Bengal
                                       Capacity                      0.53     0.44      18.8%     0.53           0.0%        2.03      1.78   14.1%
                                       Production                    0.40     0.33      22.0%     0.39           2.3%        1.58      1.19   33.1%
                                       Despatches                    0.40     0.24      66.2%     0.39           1.8%        1.57      1.07   47.6%
                                       Capacity Utilisation (%)    76.0%                        74.3%                      78.2%     67.0%

                                                                                        Chhattisgarh
                                       Capacity                      1.00      1.00      0.0%      1.00           0.0%       4.00      4.00    0.0%
                                       Production                    0.85      0.88     -3.8%      0.95         -10.9%       3.69      3.59    2.6%
                                       Despatches                    0.83      0.87     -5.2%      0.96         -13.7%       3.65      3.59    1.8%
                                       Capacity Utilisation (%)    84.9%     88.3%               95.3%                     92.0%     89.8%

                                                                                       Western region
In the West, Maharashtra saw the       mn. tonnes                 Jul-09    Jul-08     % chg    Jun-09          % chg    YTD FY10 YTD FY09    % chg
                                                                                          Gujarat                                                      Gujarat and Maharashtra reported
highest utilization rates at 93.1%,
                                       Capacity                      1.61      1.56      2.9%      1.61           0.0%       6.43      6.25    2.9%    decline in production of (11.7% y-o-
while Gujarat reported the lowest at
                                       Production                    0.96      1.09    -11.7%      1.39         -30.9%       5.44      4.79   13.6%    y) and (1.5% y-o-y) respectively,
60.0%. In terms of volumes (mn.
tonnes), Gujarat witnessed the
                                       Despatches                    0.93      1.09    -14.6%      1.42         -34.5%       5.41      4.78   13.2%    whereas       despatches     declined
                                       Capacity Utilisation (%)    60.0%     69.9%               86.8%                     84.6%     76.7%             (14.6% y-o-y) and (1.3% y-o-y)
highest capacity (1.61), while
                                                                                                                                                       respectively.
Maharashtra reported the highest
                                                                                        Maharashtra
production (1.10) and despatches
                                       Capacity                      1.18      1.09      8.4%     1.18           0.0%        4.73      4.37     8.4%
(1.09).
                                       Production                    1.10      1.12     -1.5%     1.10           0.1%        4.49      4.43     1.3%
                                       Despatches                    1.09      1.11     -1.3%     1.10          -0.6%        4.49      4.62    -2.7%
                                       Capacity Utilisation (%)    93.1%    102.5%              93.0%                      94.9%    101.5%

 Madhya Pradesh witnessed                                                              Central region
the highest utilization rates at       mn. tonnes                 Jul-09    Jul-08     % chg     Jun-09         % chg    YTD FY10 YTD FY09    % chg
111.6%, while Uttar Pradesh                                                            Uttar Pradesh                                                    Uttar    Pradesh    and    Madhya
reported the lowest at 96.4%.          Capacity                      0.69      0.69      0.0%       0.69         0.0%        2.76      2.76    0.0%     Pradesh reported increase in
In terms of volumes (mn.               Production                    0.66      0.39     69.6%       0.72        -7.1%        2.73      1.92   42.4%     production of (69.6% y-o-y) and
tonnes),   Madhya       Pradesh        Despatches                    0.66      0.36     80.0%       0.72        -9.0%        2.71      1.90   42.6%     (12.2%      y-o-y)    respectively,
witnessed the highest capacity         Capacity Utilisation (%)    96.4%     56.9%               103.8%                    99.0%     69.5%              whereas     despatches   increased
(1.61), production (1.80) and                                                                                                                           (80.0% y-o-y) and (8.5% y-o-y)
despatches (1.74).                                                                    Madhya Pradesh                                                    respectively.
                                       Capacity                     1.61       1.66      -2.5%     1.61      0.0%        6.46        6.63     -2.6%
                                       Production                   1.80       1.61     12.2%      1.77      1.7%        7.21        6.74      7.0%
                                       Despatches                   1.74       1.60       8.5%     1.73      0.4%        7.00        6.56      6.6%
                                       Capacity Utilisation (%)  111.6%      96.9%              109.8%                111.7%     101.6%
                                       * Note: Including the numbers for ACC from the company website since data unavailable with CMA.
                                                Region-wise & State-wise distribution of ACC numbers is assumed in the same proportion as in Q1FY10.
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                                                                            Company-wise volume trend


                                       mn. tonnes                 Jul-09    Jul-08     % chg    Jun-09      % chg     YTD FY10 YTD FY09     % chg
                                                                                            ACC
                                       Capacity                      1.87      1.87       0.1%      1.87      0.1%         7.47      7.47     0.0%
                                       Production                    1.78      1.72       3.6%      1.80     -1.1%         7.17      6.99     2.6%
                                       Despatches                    1.78      1.69       5.3%      1.79     -0.5%         7.13      6.94     2.6%
                                       Capacity Utilisation (%)    95.2%     92.0%                96.4%                  96.0%     93.5%
                                       Clinker production            0.00      1.20    -100.0%      1.12    -100.0%        3.39      4.75   -28.7%

                                                                                  Ambuja Cements Ltd.
 KCP witnessed the highest
                                       Capacity                      1.53      1.53    0.0%      1.53         0.0%         6.10      6.10     0.0%
 utilization rates at 130.3%,
                                       Production                    1.44      1.39    3.1%      1.60       -10.2%         6.33      5.91     7.1%
 while      Dalmia     Cement
                                       Despatches                    1.44      1.38    4.5%      1.59        -9.5%         6.30      5.84     8.0%
 reported     the  lowest  at
                                       Capacity Utilisation (%)    94.3%     91.5%           105.1%                     103.8%     96.9%
 50.1%.
                                       Clinker production            0.92      1.04  -12.1%      0.80        14.9%         5.29      4.15    27.6%

                                                                                      Andhra Cements
                                       Capacity                      0.12      0.15     -18.3%     0.12       0.0%         0.47      0.58   -18.3%
                                       Production                    0.11      0.04     152.7%     0.11       2.6%         0.45      0.34    32.3%
                                       Despatches                    0.11      0.05     133.6%     0.11      -2.5%         0.45      0.35    27.2%
                                       Capacity Utilisation (%)    95.0%     30.7%               92.5%                   95.4%     58.9%
                                       Clinker production            0.06      0.03      77.7%     0.06      -1.1%         0.27      0.23    17.5%

                                                                                      Binani Cement
                                       Capacity                      0.50      0.50      0.0%      0.50       0.0%         2.00      2.00     0.0%
                                       Production                    0.45      0.35     29.8%      0.45       0.7%         1.78      1.25    42.0%
                                       Despatches                    0.43      0.32     32.0%      0.46      -6.4%         1.77      1.23    44.4%
                                       Capacity Utilisation (%)    90.0%     69.3%               89.3%                   88.8%     62.5%
The    Top    5    companies           Clinker production            0.31      0.29      7.1%      0.38     -20.1%         1.40      1.29     9.0%
reporting    major   capacity
additions y-o-y are:                                                                Birla Corp. Ltd.
                                       Capacity                      0.48      0.48     0.0%       0.48       0.0%         1.93      1.93     0.0%
Chettinad Cement (166.7%)              Production                    0.46      0.38   20.9%        0.46       0.0%         1.71      1.59     7.4%
Dalmia Cement (157.1%)                 Despatches                    0.44      0.37   19.1%        0.45      -1.2%         1.68      1.57     7.1%
OCL India Ltd.(98.1%)                  Capacity Utilisation (%)    94.8%     78.4%               94.8%                   88.5%     82.4%
Madras Cements (37.6%)                 Clinker production            0.35      0.31   11.6%        0.33       4.3%         1.21      1.27    -4.7%
Mangalam Cement (33.3%)
                                                                                      Century Textiles
                                       Capacity                      0.65      0.65       0.0%       0.65     0.0%         2.60      2.60     0.0%
                                       Production                    0.64      0.58     10.0%        0.62     3.2%         2.59      2.38     8.7%
                                       Despatches                    0.63      0.60       4.1%       0.62     1.9%         2.56      2.39     7.1%
                                       Capacity Utilisation (%)    98.6%     89.7%                95.5%                  99.6%     91.6%
                                       Clinker production            0.46      0.40     15.6%        0.45     2.0%         1.87      1.78     5.3%

                                                                                    Chettinad Cement
                                       Capacity                      0.40      0.15   166.7%       0.40       0.0%         1.52      0.60   152.8%
                                       Production                    0.37      0.27    37.8%       0.32      12.6%         1.34      1.06    26.5%
                                       Despatches                    0.36      0.26    38.0%       0.32      11.5%         1.32      1.06    25.1%
                                       Capacity Utilisation (%)    91.3%    176.8%               81.1%                   88.0%    176.0%
                                       Clinker production            0.27      0.17    60.7%       0.22      24.8%         0.96      0.72    33.7%

                                                                                    Grasim Industries                                                Andhra Cement reported the
                                       Capacity                      1.64      1.50      8.9%      1.64       0.0%         6.55      6.02     8.9%   highest increase in production
                                       Production                    1.55      1.34    16.3%       1.66      -6.2%         6.46      5.32    21.4%   (152.7% y-o-y) and despatches
                                       Despatches                    1.54      1.33    16.0%       1.69      -8.9%         6.43      5.29    21.6%   (133.6% y-o-y), while Sanghi
                                       Capacity Utilisation (%)    95.0%     88.9%             101.3%                    98.6%     88.5%             Inds. witnessed the highest fall in
                                       Clinker production            1.30      0.95    36.7%       1.15      12.7%         4.80      4.05    18.3%   production (51.7% y-o-y) and
                                                                                                                                                     despatches (54.2% y-o-y) resp.
                                                                                      India Cements
                                       Capacity                      0.99      0.80     22.8%      0.99       0.0%         3.95      3.21    22.8%
                                       Production                    0.92      0.86      7.3%      0.79      16.5%         3.33      3.22     3.2%
  No Capacity additions on             Despatches                    0.90      0.86      4.0%      0.82       8.8%         3.31      3.23     2.2%
  y-o-y basis have been                Capacity Utilisation (%)    93.4%    106.9%               80.2%                   84.2%    100.3%
  observed for:                        Clinker production            0.76      0.63     19.6%      0.70       8.9%         2.82      2.44    15.9%

  •Ambuja
                                                                                        J.K.Cement
  •Binani Cement
                                       Capacity                      0.45      0.42       7.3%     0.45       0.0%         1.81      1.68     7.3%
  •Birla Corp.
                                       Production                    0.34      0.34       1.6%     0.34       2.4%         1.36      1.27     7.3%
  •Century textiles
                                       Despatches                    0.34      0.33       1.5%     0.35      -3.2%         1.35      1.25     8.1%
  •JP Associate
                                       Capacity Utilisation (%)    76.2%     80.5%               74.4%                   75.5%     75.5%
  •KCP Ltd.
                                       Clinker production            0.29      0.26      13.4%     0.23      27.8%         1.05      1.02     3.6%
  •Orient paper inds
  •Panyam Cement
  •Rain Commodities                                                               J.K.Lakshmi Cement
  •Sanghi Inds.                        Capacity                      0.33      0.28    16.1%      0.33        0.0%         1.32      1.13    16.1%
  •Shree Digvijay Cement               Production                    0.34      0.31     9.6%      0.34       -1.6%         1.31      1.15    14.8%
  •Shree Cement                        Despatches                    0.32      0.30     5.9%      0.36      -10.9%         1.30      1.14    14.2%
                                       Capacity Utilisation (%)   102.9%    109.1%             104.6%                    99.9%    101.1%
                                       Clinker production            0.29      0.25    16.7%      0.27        6.1%         1.05      0.99     5.8%

                                                                                       JP Associate
                                       Capacity                      0.83      0.83      0.0%       0.83      0.0%         3.31      3.31     0.0%
                                       Production                    0.80      0.56     42.8%       0.82     -2.5%         3.31      2.57    28.6%
                                       Despatches                    0.74      0.55     35.9%       0.78     -4.9%         3.12      2.43    28.4%
                                       Capacity Utilisation (%)    96.4%     67.5%                98.9%                  99.8%     77.6%
                                       Clinker production            0.61      0.38     58.6%       0.56      7.7%         2.45      0.38   540.2%

                                                                                  Kesoram Industries
                                       Capacity                      0.47      0.44    5.7%      0.47         0.0%         1.87      1.77     5.7%
                                       Production                    0.49      0.43   14.3%      0.47         3.8%         1.85      1.77     4.7%
                                       Despatches                    0.55      0.44   24.3%      0.47        16.8%         1.91      1.79     7.2%
                                       Capacity Utilisation (%)   104.1%     96.2%            100.2%                     99.4%    100.3%
                                       Clinker production            0.49      0.34   43.3%      0.43        14.4%         1.82      1.36    33.9%

                                                                                      Madras Cements
                                       Capacity                      0.79      0.58     37.6%      0.74       6.7%         3.02      2.19    38.3%
                                       Production                    0.70      0.54     29.5%      0.61      14.5%         2.55      2.10    21.3%
                                       Despatches                    0.70      0.54     30.9%      0.62      12.8%         2.53      2.10    20.9%
                                       Capacity Utilisation (%)    88.2%     93.7%               82.2%                   84.2%     96.0%
                                       Clinker production            0.48      0.41     17.5%      0.14     253.9%         1.86      1.61    15.5%
                                                                          Mangalam Cement
                              Capacity                      0.17      0.13   33.3%     0.17        0.0%       0.67      0.50   33.3%
                              Production                    0.15      0.15    0.2%     0.15        0.3%       0.59      0.50   19.0%
                              Despatches                    0.15      0.15    2.2%     0.15        0.8%       0.58      0.50   16.3%
                              Capacity Utilisation (%)    89.0%    118.4%            88.8%                  88.6%     99.3%
                              Clinker production            0.14      0.10   49.9%     0.14        5.2%       0.50      0.39   28.7%

                                                                       Orient Paper Industries
                              Capacity                      0.28      0.28     0.0%      0.28      0.0%       1.13      1.13     0.0%
                              Production                    0.20      0.23   -11.6%      0.21     -1.1%       0.87      0.95    -8.8%
                              Despatches                    0.19      0.23   -17.0%      0.21     -7.9%       0.86      0.95    -9.9%
                              Capacity Utilisation (%)    71.9%     81.3%              72.7%                76.8%     84.2%
                              Clinker production            0.12      0.14   -12.9%      0.09     29.6%       0.46      0.63   -27.3%

                                                                        Rain Commodities Ltd.
                              Capacity                      0.33      0.33     0.0%     0.33       0.0%       1.33      0.92   45.5%
                              Production                    0.21      0.21    -1.9%     0.21      -2.2%       0.85      0.73   17.0%
                              Despatches                    0.20      0.21    -2.8%     0.21      -3.4%       0.83      0.73   14.5%
                              Capacity Utilisation (%)    62.7%     63.9%             64.1%                 63.7%     79.2%
                              Clinker production            0.18      0.17     8.6%     0.23      -18.8%      0.83      0.56   47.6%

                                                                           Ultratech Cement
                              Capacity                      1.83      1.52     20.3%      1.83      0.0%      7.30      6.07   20.3%
                              Production                    1.18      1.16      1.0%      1.40    -16.2%      5.69      5.17   10.2%
                              Despatches                    1.13      1.12      1.8%      1.42    -20.2%      5.67      5.06   12.0%
                              Capacity Utilisation (%)    64.5%     76.8%               77.0%               78.0%     85.1%
                              Clinker production            1.13      1.15     -1.6%      1.50    -24.6%      5.47      4.76   15.0%

                                                                        Shree Digvijay Cement
                              Capacity                      0.09      0.09     0.0%       0.09      0.0%      0.36      0.36    0.0%
                              Production                    0.06      0.09   -30.2%       0.10    -35.5%      0.36      0.29   24.0%
                              Despatches                    0.06      0.07    -3.6%       0.10    -31.9%      0.36      0.29   23.1%
                              Capacity Utilisation (%)    69.8%                        108.2%              100.2%     80.8%
                              Clinker production            0.06      0.09   -28.7%       0.09    -30.4%      0.35      0.32    7.7%

                                                                             Shree Cement
                              Capacity                      0.76      0.76      0.0%     0.76      0.0%       3.03      3.03    0.0%
                              Production                    0.82      0.60     37.4%     0.77      6.6%       3.14      2.38   31.9%
                              Despatches                    0.83      0.58     42.6%     0.78      6.5%       3.13      2.36   32.7%
During July 2009, in terms    Capacity Utilisation (%)   108.6%     79.0%             101.8%               103.6%     78.5%
of volumes (mn. tonnes),      Clinker production            0.73      0.59     23.0%     0.63     15.2%       2.75      2.18   25.9%
ACC witnessed the highest
capacity            (1.87),                                                  Prism Cement
production   (1.78)    and    Capacity                      0.17      0.21    -20.3%     0.17      0.0%       0.67      0.84   -20.3%
despatches (1.78), while      Production                    0.21      0.20      5.9%     0.21     -0.3%       0.86      0.84     2.6%
Panyam Cement reported        Despatches                    0.21      0.20      4.0%     0.22     -4.5%       0.85      0.84     2.3%
the lowest capacity (0.04),   Capacity Utilisation (%)   127.5%     95.9%             127.9%               128.9%    100.1%
production   (0.04)    and    Clinker production            0.20      0.17     20.4%     0.21     -6.3%       0.81      0.74    9.8%
despatches (0.04).
                                                                             Dalmia Cement
                              Capacity                      0.75      0.29    157.1%     0.75      0.0%       2.58      1.17   121.4%
                              Production                    0.38      0.33     13.1%     0.34      9.7%       1.37      1.19    15.0%
                              Despatches                    0.38      0.33     14.8%     0.33     15.7%       1.36      1.20    12.8%
                              Capacity Utilisation (%)    50.1%    113.8%              45.6%                53.0%    102.1%
                              Clinker production            0.24      0.19     22.2%     0.20     21.1%       0.97      0.86   13.0%

                                                                             OCL India Ltd.
                              Capacity                      0.45      0.23    98.1%        0.45     0.0%      1.56      0.83   89.4%
                              Production                    0.23      0.21     8.8%        0.29   -21.3%      1.07      0.83   28.7%
                              Despatches                    0.24      0.21    14.8%        0.29   -19.2%      1.06      0.82   29.3%
                              Capacity Utilisation (%)    51.6%     93.9%                65.6%              68.2%    100.4%
                              Clinker production            0.10      0.08    30.8%        0.10    3.1%       0.34      0.31   11.1%

                                                                                KCP Ltd.
                              Capacity                      0.06      0.06      0.0%      0.08    -34.0%      0.33      0.22    51.5%
                              Production                    0.07      0.06     15.3%      0.06     19.1%      0.19      0.24   -23.9%
                              Despatches                    0.07      0.06     10.8%      0.06     22.6%      0.18      0.25   -25.6%
                              Capacity Utilisation (%)   130.3%    113.0%              108.1%              108.1%    111.1%
                              Clinker production            0.06      0.05      2.1%      0.04    48.2%       0.13      0.20   -35.9%

                                                                           Panyam Cements
                              Capacity                      0.04      0.04     0.0%     0.04       0.0%       0.18      0.18     0.0%
                              Production                    0.04      0.05   -20.9%     0.04      -3.6%       0.15      0.18   -15.5%
                              Despatches                    0.04      0.04   -15.9%     0.04       0.3%       0.15      0.18   -16.4%
                              Capacity Utilisation (%)    81.5%    103.0%            108.1%                108.1%    100.2%
                              Clinker production            0.04      0.04     4.8%     0.04      15.0%       0.15      0.17    -8.5%

                                                                        Sanghi Industries Ltd.
                              Capacity                      0.22      0.22     0.0%      0.22       0.0%      0.87      0.87     0.0%
                              Production                    0.12      0.25  -51.7%       0.19     -36.0%      0.64      0.86   -24.8%
                              Despatches                    0.12      0.26  -54.2%       0.20     -40.6%      0.59      0.87   -32.3%
                              Capacity Utilisation (%)    55.8%    115.6%              87.2%                74.3%     98.8%
                              Clinker production            0.17      0.19  -12.1%       0.25                 0.76      0.79    -3.7%
       the
production
despatches
    Sanghi
         in
       and
        .
Home          Prev          Next

                                                         Exports
                                                         Exports


                                        mn. tonnes         Cement     Clinker
                                            Jul-09             0.10      0.05
                                            Jul-08             0.21      0.04
       During the month of July 2009,    % chg (y-o-y)      -52.4%     25.0%
       cement exports decreased (y-o-
       y) and (m-o-m) by 52.4% and          Jul-09             0.10      0.05
       44.4% respectively .                Jun-09              0.18      0.26
                                        % chg (m-o-m)       -44.4%    -80.8%

                                           YTD FY10           0.77       0.82
                                           YTD FY09           0.55       0.50
                                            % chg           40.0%      64.0%
Home         Prev
                                             Average retail price trend


                                     Rs./50 kg bag              Jul-09
                                     Mumbai                      275
  Cement prices in Mumbai and
  Delhi have almost remained
  unchanged     (m-o-m).     While   Delhi                       250
  Kolkatta witnessed a price hike,
  Chennai, witnessed a marginal      Kolkatta                    272
  decline.
                                     Chennai                     268
                                     Source: Market data
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                                                     Research Team
   Name                 Sectors Covered                                        Contact Information
   Sunil Shah           Market Strategist                                    sunilshah@indsec.co.in
   Viral Malia          Logistics                                            viralm@indsec.co.in
   Ravi Mehta           Auto & Ancillaries, Banking & Financial Services     ravim@indsec.co.in
   Hemang Tanna         I.T, Metals, Power                                   hemangt@indsec.co.in
   Prachi Bane          Cement, Real Estate, Infrastructure. & Engineering   prachib@indsec.co.in
   Smita Jayaraj        Telecom, Media & Retail                              smitaj@indsec.co.in
   Anuja Shirodkar      Hotel & Tourism, Oil & Gas & Statistics              anujas@indsec.co.in
   Sahil Sheth          Research Associate                                   sahils@indsec.co.in
   Deepesh Panchawala   Technicals                                           deepeshp@indsec.co.in


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   Mumbai               Amit Shah                                            amitshah@indsec.co.in


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