For the size of UltraTech, the balance sheet and the presence it has in the cement looks like a small investment of about Rs 1,800 crore. So, I do not think for UltraTech, it is going to move the needle too much.
Valuations turn attractive as markets look beyond uncertainty: A Balasubramanian
Amidst geopolitical uncertainty, market expert A Balasubramanian suggests the worst may be nearing an end, with improving macro signals and reasonable valuations in Indian equities.