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Podcast: The Morning Brief
Episode: Battleground Cement: Adani vs Birla
Description: Adani group’s recent acquisition spree in the cement space has reshaped the competitive landscape by challenging Aditya Birla Group’s long-standing lead with UltraTech cement. Aditya Birla Group has continued its aggressive expansion strategy through its recent buyout of India Cements indicating its intent to continue being a market leader. As both companies increase their production capacities against an increasing demand from housing projects and government infrastructure spending, there are key questions that occur. Join host Anirban Chowdhury talks to Vipul Prasad, Founder, Magadh Capital Advisors LLP and Arijit Barman from ET on seismic shifts in the Indian ceme...