"I feel the kind of environment which we are getting into, there’s going to be a focus on infra thrust for next couple of years and just to give you a perspective, about Rs 10 lakh crore was spent on infra activities, up from Rs 3-3.5 lakh crore we used to spend three-four years ago. This push will obviously push the cement stocks up and then Q3 and Q4 remains the best time for the cement companies."