Sandip Bansal Highlights Why Cement Could Be The Next Big Bet In The Markets

In this series of Market Guru, Sandip Bansal, Deputy CIO at ASK Investment Managers, shares his positive outlook on the cement sector and its long-term growth prospects. He explains why cement is a key play in ASK’s portfolios and how the sector is positioned for a domestic cyclical recovery driven by real estate, construction, and infrastructure demand. He highlights how industry consolidation, cost efficiencies, and investments in logistics and renewable power are expected to improve margins significantly. With GST rate cuts, price increases, and operational improvements, the cement sector is poised for sustainable earnings growth and potential compounding opportunities in the coming years. Listen in