Deven Choksey Bullish On Ambuja Cement Of Adani Group And Ultratech Of Aditya Birla From Cement Pack

Deven Choksey, MD of DR Choksey FinServ Private, is optimistic about cement stocks, highlighting two top picks: Ambuja Cement from the Adani Group and Ultratech Cement from the Aditya Birla Group. He foresees significant growth opportunities for these companies, driven by India's GDP, which is currently dominated by the construction sector. Deven Choksey also believes that the cement industry has become more organized, moving beyond the dominance of local players, allowing companies to expand nationwide. Watch this video for his full insights on why these two stocks are set to benefit.