IN : Constrn & Material - Overall - Be selective

We believe cost control will remain the dominant theme for FY22F-23F cement sector. Companies whose costs rise lower than industry average will do well. Raw material costs of marginal cement capacities with mines won in auctions will be higher by Rs400/t in coming quarters than for old plants. We prefer companies with cost advantages, growth levers and market share gains like UTCEM and ACEM. In mid & small caps we like TRCL and BCORP.

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