Cement stocks to buy: Will cement sector be a surprise winner and prove analysts wrong? 7 cement stocks with scale, size and track record

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Synopsis

From railways to defence to power. The last four years have seen many surprise winners in terms of sectors. What are the typical characteristics of a sector that turns out to be a surprise winner? It would have faced headwinds for many years, even decades, with too many laws governing it; be fragmented, with too many small- and mid-sized companies, one or two large players, and hyper-competition. It is cyclical or seasonal in nature. Another feature: Some companies from the sector would have spelt trouble for the banking system at some point. If you look at the history of the cement sector, it has experienced all of the above. Then comes a phase of consolidation, with things turning around, albeit slowly. But analysts and the street remain wary and skeptical.

With both the Adani and Aditya Birla groups on the lookout to acquire companies, cement is a sector that has probably seen the maximum mergers and acquisitions in the last three years.The question to ask is: Why are these two big groups pumping so much money into the sector? Are things changing in what was a troubled sector? Are they seeing things which others cannot? The next question: After consolidation, will things change for the better for

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