Cement stocks have been on the radar considering the government’s infra push and acquisition of Ambuja Cements and ACC by Adani Group. Analysts said the twin acquisitions by Adani have raised hopes of more such deals in the sector as a few players are finding it difficult to pare their leverage and may be willing to exit the cement business at good valuations.
Largecaps look better as smallcaps price in strong growth: Franklin Templeton’s Arihant Jain
Largecap stocks offer a better risk-reward balance than mid- and small-caps as higher growth expectations are already priced into smaller companies, according to Arihant Jain
September 6, 2026