In this episode of Market Guru, Sandeep Bansal, Senior Fund Manager at ASK Investment Managers, shares why cement is quietly becoming the next big story in India’s market recovery. Bansal explains ASK’s strategy of picking strong players across large, mid, and small-cap segments - not based on takeover buzz, but on volume growth, cost control, and margin expansion. He highlights how industry consolidation and regional demand surges, especially in southern India, are setting the stage for a multi-year growth cycle. With construction and infrastructure demand rising, ASK sees cement companies tightening operations and gaining pricing power - signaling that the sector’s best days may still lie ahead.

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