South India’s cement sector is witnessing a promising price recovery, with sustained hikes and a shift towards value over volume. Experts anticipate significant price increases in the coming months, driven by a focus on profitability and a projected 7-8% volume growth next fiscal year, largely fueled by rural demand. This trend signals a potential for improved industry performance.
Time to be selective in NBFCs as earnings premium shrinks: Viral Shah
Investors are advised to be selective with NBFCs. Valuations are high, and earnings growth premiums over banks are shrinking. Margin pressures are a key risk.