Many homes are already deteriorated due to floods. They required repairing and now SBI providing loans at 8.45 that too without processing fees up to 10 lakhs. LIC Housing also providing home loan at concessional rate. So I expect a good demand in next 2 quarters for the home consumer things like cement, paint, tiles, steel etc. This would also result in good QoQ growth due to low base.
also, I think there is possibility that the companies which had exposure in kerala (sales exposure) might be available at cheaper valuation after the flood.
So can anyone tell me which are the companies who has the sales exposure in kerala? specially the cement and paint companies?