印度水泥出口量增长迅猛
出口收入是完全免税的。尽管价格如此高昂,印度出口商们仍不能满足日益增长的中东进口需求。其原因是因为西海岸的出口商没有实力生产更多产品。散装水泥只能通过专门码头出口。但现今只有两个这样的码头。
“我每天至少收到15封中东及更远的美国的水泥进口商邮件。但是,我们由于能力有限而不得不分一些需求给我们的竞争对手。”一位Ambuja公司领导说。Ambuja公司是当今最大的水泥出口商,其每年出口量达两百万吨。
中东地区是印度最大水泥市场,该地区从印度进口近80%超过四百万吨得水泥及熟料。
原文:
NEW DELHI: Export prices have firmed by 30-35% in the last six months and suddenly, cement exports no more seem like a money-losing proposition. This has opened up the export market for units located in capacity surplus regions of AP and Tamil Nadu. “We have began exporting from the Kakinada port to Sri Lanka and at the current prices, realisations seems attractive,” says a senior official with an Andhra Pradesh-based cement major.
The FOB (freight-on-board) prices of bulk cement have gone-up to $35 per tonne from an average $26 six months ago. In case of packed cement, realisations have touched $40 per tonne from under $30, while clinker is leaving Indian ports at $26 per tonne, as against $19 six months ago. Against this, realisations in the domestic market hover between Rs 2500-3000 per tonne, inclusive of excise, sales tax and freight.
Export revenue on the other is completely tax-free. Even at such a high price, Indian exporters are unable to meet the ever-increasing demand from Middle East importers. The reason being that traditional west coast exporters don’t have the capacity to spare at their production units.
or at their private jetties. Bulk cement can only be exported through dedicated jetties. There are only two such jetties presently.
“I receive at least 15 e-mails everyday from cement buyers from the Middle East and places as far as the US. But, we have a capacity constraint and I am forced to forward most of these enquiries to our competitors,” says a senior official of Gujarat Ambuja. Ambuja is currently India’s largest cement exporter with annual exports of close to 2m tonnes.
The Gujarat-based Sanghi Cement seems to be the biggest gainer of the demand boom in the Gulf. The loss-making company is presently exporting 40% of its installed capacity of around 3.5m tonnes. It plans to increase it to 60% in the next two years, when its capacity will increase to 4m tonnes. The company is also planning to invest in a private jetty to enable it to export bulk cement.
The Middle East has traditionally been India’s largest cement market and the region accounts for 80% of the over 4m tonnes of cement and clinker exported from India.
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