The capacity utilisation for most of the large cement manufacturers is between 77 per cent and 85 per cent. As demand improves, companies are likely to either increase cement prices or retain the recent price jumps.
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