I don’t track ACE or Apar so not much idea about valuations of these companies. But in general, with the kind of development work going on in all parts of the country, and the quantum of govt spending on infrastructure, this sector has done well till now and going ahead too can throw up some big winners, provided one buys good to great companies at attractive valuations. These kind of opportunities are provided off and on in current market volatility, so one must do the necessary homework and prepare a list of companies worth investing and take a call at appropriate times.
@Vikky CDMO as a sector has shown strong resilience and outperformance during the current turmoil in overall markets. I think sectors that show outperformance and resilience during market weakness deserve closer look. I don’t track any specific company in the sector, but thanks for pointing out this sector.
@Karthi_Keyan1 I don’t track Jyoti resins so not much idea about it.