Investor Presentaiton
Cement
SWOT Analysis
• Abundance local availability of basic raw material
• Low cost skilled and unskilled labor
Capital intensive sector
Characterized by good margins in period of robust
demand
• Demand Potential
•
Strong dealership and distribution network
•
Non-availability of substitute
High level of competition
• Increasing cost of energy
•Reducing PSDP spending in a wake of
increasing fiscal deficit
• Rising environmental concerns related to
production of cement
• Competition in export markets with cheaper
Iranian cement
⚫Third wave of covid-19 lockdown and
possible lock down
Strengths
Weaknesses
Threats
Opportunities
PACRA
• Reliance on depleting natural resources
• Heavy reliance on imported coal
• Exposure to exchange rate volatility
•Extensive regulatory requirements
• Supply-Demand gap
• Inability to pass on increased cost of production
to end consumers
• Low per capita consumption
.
Government initiatives to spur construction
activities and establish a large number of low
cost houses.
• Uptick in construction activities
• Pakistan GDP recovery and reduced finance
costs leading to opportunities for investment
• Improving infrastructure under CPEC related
projects
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