[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@tushar_pwnz](/creator/twitter/tushar_pwnz) "6 Risks: ⚠ Cement is cyclical; input costs (pet coke coal) can hit margins ⚠ Integration & project execution risks ⚠ Regional overcapacity may cap pricing power (7/n)" [X Link](https://x.com/tushar_pwnz/status/1976703105166160208) [@tushar_pwnz](/creator/x/tushar_pwnz) 2025-10-10T17:35Z XX followers, XX engagements "Everyones talking about infra & housing boom but the story often starts with cement And Ambuja Cements ($AMBUJACEM) now under the Adani Group is gearing up for a new growth phase after years of muted expansion. Heres the investment thesis 🧵 (1/n)" [X Link](https://x.com/tushar_pwnz/status/1976703090985468149) [@tushar_pwnz](/creator/x/tushar_pwnz) 2025-10-10T17:35Z XX followers, XXX engagements "2 Why it matters: 🏗 Cement demand rising with infra housing & urbanisation push ⚡ Adanis entry has turned Ambuja from conservative to aggressive on expansion 📈 Ambitious target: XXX MTPA capacity by 2028 (vs XXX MTPA now) (3/n)" [X Link](https://x.com/tushar_pwnz/status/1976703096039371008) [@tushar_pwnz](/creator/x/tushar_pwnz) 2025-10-10T17:35Z XX followers, XX engagements "3 Growth drivers: Capacity ramp-up: greenfield & brownfield projects across multiple states Integration with Adani ports & logistics cost efficiencies Synergies with ACC better regional reach & utilisation Green initiatives: focus on blended & low-carbon cement (4/n)" [X Link](https://x.com/tushar_pwnz/status/1976703098434601212) [@tushar_pwnz](/creator/x/tushar_pwnz) 2025-10-10T17:35Z XX followers, XXX engagements "✅ Conclusion: Ambuja Cements ($AMBUJACEM) = turnaround + expansion story under Adani. From cost-efficient logistics to green capex the groups scale could make Ambuja a cement sector heavyweight again. (8/n) #InfraStocks #MakeInIndia" [X Link](https://x.com/tushar_pwnz/status/1976703107489812486) [@tushar_pwnz](/creator/x/tushar_pwnz) 2025-10-10T17:35Z XX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@tushar_pwnz
"6 Risks: ⚠ Cement is cyclical; input costs (pet coke coal) can hit margins ⚠ Integration & project execution risks ⚠ Regional overcapacity may cap pricing power (7/n)"
X Link @tushar_pwnz 2025-10-10T17:35Z XX followers, XX engagements
"Everyones talking about infra & housing boom but the story often starts with cement And Ambuja Cements ($AMBUJACEM) now under the Adani Group is gearing up for a new growth phase after years of muted expansion. Heres the investment thesis 🧵 (1/n)"
X Link @tushar_pwnz 2025-10-10T17:35Z XX followers, XXX engagements
"2 Why it matters: 🏗 Cement demand rising with infra housing & urbanisation push ⚡ Adanis entry has turned Ambuja from conservative to aggressive on expansion 📈 Ambitious target: XXX MTPA capacity by 2028 (vs XXX MTPA now) (3/n)"
X Link @tushar_pwnz 2025-10-10T17:35Z XX followers, XX engagements
"3 Growth drivers: Capacity ramp-up: greenfield & brownfield projects across multiple states Integration with Adani ports & logistics cost efficiencies Synergies with ACC better regional reach & utilisation Green initiatives: focus on blended & low-carbon cement (4/n)"
X Link @tushar_pwnz 2025-10-10T17:35Z XX followers, XXX engagements
"✅ Conclusion: Ambuja Cements ($AMBUJACEM) = turnaround + expansion story under Adani. From cost-efficient logistics to green capex the groups scale could make Ambuja a cement sector heavyweight again. (8/n) #InfraStocks #MakeInIndia"
X Link @tushar_pwnz 2025-10-10T17:35Z XX followers, XXX engagements
/creator/twitter::75607067/posts