2010 CemWeek India Cement Business Sentiment Survey
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2010 CemWeek India Cement Business Sentiment Survey Global Cement Industry.
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2010 CemWeek India Cement Business Sentiment Survey
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2010 CemWeek India Cement Business Sentiment Survey
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2010 CemWeek India Cement Business Sentiment Survey
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2010 CemWeek India Cement Business Sentiment Survey
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2010 CemWeek India Cement Business Sentiment Survey
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Photo courtesy of KHD Humbolt Wedag
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2010 CemWeek India Cement Business Sentiment Survey
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" ! " # " % # ! " # " $ /47 " ! # ! .37 # 1-7 ! % ! " )027* )/17*% Figure 1: Participants by organizational level and function Trainee, intern, student 3%
Trading & Other logistics 2% 3% Analyst, technician, engineer 10%
Manager, team leader 40%
Engineering & maintenance 24% Sales & marketing 36%
CEO, head of business unit & GM 29%
Department, region manager 18%
Production 8%
Finance, HR & administration 5%
Other 22%
" ! " # & "% ! ( % Figure 2: Geographical distribution of participants
East India 12%
West India 28%
North-East India 2%
South India 20%
North India 38%
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2010 CemWeek India Cement Business Sentiment Survey
Figure 3: Participant sector distribution
Other 17% Cement manufacturer 47%
Industry analyst, consultant 21%
Equipment vendor Cement trader 10% 5%
"&'*# Table 1: Location of manufacturing firms
Type of company
East
North
North-East
South
West
Cement manufacturer
15%
38%
3%
18%
25%
Cement trader
14%
14%
14%
29%
29%
Equipment vendor
7%
7%
<1%
40%
47%
Grand Total
14%
31%
3%
23%
29%
!!
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2010 CemWeek India Cement Business Sentiment Survey
Figure 4: Change in profitability
72%
83%
Improvement / Increase No-change
18% 10%
8% 9%
Last 6 months
Next 12 months
Deterioration / Decrease
" *'/ &+/
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# Table 2: Changes in profitability by region in the past six months
Location
Decrease
No change
Increase
East India
13%
13%
74%
North India
2%
9%
89%
North-East India
<1%
<1%
>95%
South India
16%
16%
68%
West India
16%
35%
49%
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2010 CemWeek India Cement Business Sentiment Survey
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2010 CemWeek India Cement Business Sentiment Survey
# " & # " ( $ & 8/; % % +24; , ( ! ! 38; & # 20; ( Table 3: Profit expectations by region for the next 12 months
Location
Deterioration / Decrease
No change
Improvement / Increase
East India
13%
13%
74%
North India
8%
2%
90%
North-East India
<1%
<1%
>95%
South India
3%
6%
91%
West India
14%
16%
70%
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2010 CemWeek India Cement Business Sentiment Survey
Figure 4: Change in demand
71%
81%
Improvement / Increase No-change
22% 7%
17% 3%
Last 6 months
Next 12 months
Deterioration / Decrease
" (*/ (*/ " )+/
" ! " ,&/ " Table 4: Changes in profits and demand in the past six months
Change in profits Change in demand
Decrease in Profits
No Change
Increase in Profits
Improvement
47%
46%
80%
No change
27%
35%
18%
Deterioration
26%
19%
3%
Grand Total
100%
100%
100%
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2010 CemWeek India Cement Business Sentiment Survey
Table 5: Expected profits and demand change in the next 12 months
Profit expectations Demand expectations
Deterioration
No change
Improvement
Deterioration
75%
<1%
25%
No change
8%
16%
76%
Improvement
7%
7%
86%
Grand Total
9%
8%
83%
$#' ! !
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2010 CemWeek India Cement Business Sentiment Survey
Table 6: Expected demand change in the next 12 months by type of respondent
Type of company
Decrease
No change
Increase
Cement manufacturer
2%
9%
89%
Cement trader
14%
14%
71%
Equipment vendor
<1%
14%
86%
Industry analyst
4%
24%
72%
Grand Total
3%
14%
84%
# ! !
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# Figure 6: Change in kiln usage rates
64%
73%
Improvement / Increase No-change
30%
23%
5%
4%
Last 6 months
Next 12 months
Deterioration / Decrease
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2010 CemWeek India Cement Business Sentiment Survey
1*4% $ /-4 ! # $ ,-4 " .4 % $ 0*4 1*4 ! ! +, % "$ " /*4 # ! $ -*4 ! % $ & %
$ % " " ( ( % $ " % $ " " " % "$
% Figure 7: Changes in cement prices
55% 78%
Improvement / Increase 23%
12% 10%
21%
Last 6 months
Next 12 months
No-change Deterioration / Decrease
/04 ! +*4 %
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2010 CemWeek India Cement Business Sentiment Survey
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# # #$ ! # --7 & ! $ /17 107 & #$ ! # & ! $ # & $ # 1,7 # -27 & $ 217
# & Figure 8: Change in employment
54% 76%
Improvement / Increase No-change
35% 22%
11%
Deterioration / Decrease
2%
Last 6 months
Next 12 months
# # & 327 " # ..7 " % # .7 " # # " -. &
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2010 CemWeek India Cement Business Sentiment Survey
Table 7: Expected changes in employment
Decrease
No change
Increase
Cement Manufacturer
4%
19%
77%
Cement Trader
<1%
33%
67%
Equipment Vendor
<1%
11%
89%
Industry analyst
<1%
41%
59%
Grand Total
2%
22%
76%
$ " ! & ! ! ! !& &* " ! # $ ! ! ! ! ! ' $ ! ! 80; % ! ! % & ! , " & ! ! " ! -* " ! " 67; ! " !" % ! ! & ! ! 56; ! "! ! 50; " ! & & ! * ! $ ! & ! ! ! ! 76; ! ! ! $ & ! ! ! % ! $ ! ! "! & ! # ! %! & * " &' # 80; ! ! ! % & ! # ! ! % ! % ! ! ! " ! * $ # ' 40; ! ! ! ! ! & ! ! ! % ! % ! # ! ! ! ! & ! & * ! ! !' ! ! ! # " ! $ ! ! ! " ! &*
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2010 CemWeek India Cement Business Sentiment Survey
Figure 9: Changes in capital budgets
84%
Improvement / Increase
88%
No-change Deterioration / Decrease 14% 2%
12%
Last 6 months
Next 12 months
"
# .3
" .,3 -+3 #
#
# # Figure 10: Emphasis on fuel sources
2% 2% Last Six Months
Coming Year
6%
5%
69%
5%
4%
63%
2%
17%
20%
2%
2% 2% Bio fuels
Industrial wastes
Consumer wastes
Other
Coal
Diesel
Electricity
Natural gas
" /03
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2010 CemWeek India Cement Business Sentiment Survey
! # /,4 *,#.4# ! ! #
*+ " 1-4 ! 14 ! # Figure 11: Outlook for industry
84%
Improvement / Increase No-change
8% 9%
Deterioration / Decrease
Next 12 months
! ! ** # % .04 & %/04 & # ! ! ! # ! 0)4 ! 0.4 # ! 1)4 ! ..4 #
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2010 CemWeek India Cement Business Sentiment Survey
Figure 12: Outcomes and expectations
72%
Profits 54%
Employment
83% 76%
71%
Demand
72%
Input Costs Cement Prices
76% 78%
55%
Last 6 mths
81%
Next 12 months
! # ! & .05 ' # &025 0+5' & # #! 1-5 '# Table 8: Differences in regional terms (% expecting to see increases)
Last 6 months
Next 12 months
All India
West India
All India
West India
Profits
72%
49%
83%
70%
Employment
54%
50%
76%
79%
Demand
71%
56%
81%
72%
Input Costs
72%
73%
76%
84%
Cement Prices
78%
80%
55%
54%
&+15 ' # ! % " -25 ./5 # ! ! &.*5 ' #
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2010 CemWeek India Cement Business Sentiment Survey
Photo courtesy of KHD Humbolt Wedag
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2010 CemWeek India Cement Business Sentiment Survey
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