Earnings to be better in cement and steel sectors in medium term: Pankaj Pandey

Pankaj Pandey suggests that while Q4 earnings were subdued, FY26 looks promising, particularly for the commodity sector. Cement and steel are highlighted as potential outperformers due to expected earnings improvements and price increases. He also notes the positive impact of declining crude oil prices on OMCs and other user industries, emphasizing the structural benefits for India.

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