Maple Leaf Cement Factory Limited (MLCF) ne apni corporate briefing mein core cement operations (expansion and cost initiatives) par proactive approach ko highlight kiya aur isay healthcare sector mein diversify karne ka faisla bhi bataya.
Hospital banane ke liye Total Investmen ko takreeban Rs. 30bn ka estimate kiya gaya hai, jismein 50:50 ka balanced Debt: Equity ratio shamil hai. MLCF ne is project equity mein Rs. 15bn mein se Rs .10bn contribute karne ka irada kiya hai, jis se unka controlling interest ~67% hoga.
Core front par MLCF management apne market share outlook mein optimistic hai, khaas kar is waqt jab wo industry expansion cycle mein brownfield expansion announce kar rahe hain, jis se total capacity ~7.9mn tons hojayegi. Company ne Consistent gross level performance report karna jari rakha hai, jo ke jari rahegi.
Management ne margins ko support karne ke liye behtar fuel & electricity mix ko key factors bataya. Local coal ke istemal ko barhane ke saath, MLCF ne fuel ke maqsad mein Bio mass aur Husk ka istemal bhi barha diya hai. Hum MLCF par Overweight stance rakhte hain, jiski Target Price Rs48 hai aur jis se current levels se upar jane ka chance hai.