Stable End-market DemandCore cement sales to construction and infrastructure create a durable, volume-driven revenue base. Long-cycle projects and recurring material needs provide predictable utilization and revenue visibility, supporting steady operating scale and planning over the medium term.
Margin RecoveryA rebound in net margin to ~9.5% from ~7.1% reflects better pricing or cost control, boosting sustainable profitability. If maintained, higher margins improve cash generation capacity, enabling reinvestment, debt reduction or shareholder returns even through cyclical demand shifts.
Improving Returns On EquityROE rising to ~10.7% indicates more effective capital deployment and improving operating performance. Sustained ROE expansion enhances long-term shareholder value, signals better asset utilization, and supports financing flexibility for strategic initiatives without excessive equity issuance.