Mid-sized cement companies better placed than large cap ones: Amit Khurana

In a chat with ET Now,Amit Khurana, Co- Head Equites & Head of Research, Dolat Capital Market Pvt. Ltd., shares his views on cement cos.

ET Now: What do you do with cement as a pack now are you still bullish?

Amit Khurana: The midsized companies will have higher potential versus some of the larger players because of the valuation gap that is one thing. Obviously the midsized companies as some of them have lost out on volume additions in the last uptrend we believe that most of the midsized companies have expanded capacities and therefore they may be in a better position. So structurally positive on the space as well but more positive on the midsized plays versus the large ones that has been our stance.