Hi dear @hitesh Bhai has very clearly defined the strategy regarding cement cycle play @ CYCLICALS-- When and Where to Bet?
Mostly southern Indian has lots of cement industry north eastern side there are less geographic locations plays a great role that’s why Amrit culcutta based small company is starting its operation in north east side even Shree cement has started building capacity focusing on Northeast India . Latest mergers among cements industries will give them pricing power in their territory of operations. In Feb there were news that ACC will merge with Ambuja but that is called off … at last One must closely watch the sectoral news … and new infrastructure schemes will create a huge opportunity… residential and commercial cements has different curing time e.g. They are of high strength but low marginal some companies has started giving end to end solution they are providing redimixs which is higher value margin product …
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