Market will reach new high in May; betting on these 3 capex stocks: Sanjiv Bhasin
UltraTech has 138 million tonne capacity. A price rise is just around the corner and once we are through with the monsoon, cement consumption will be at an all time high. So Ultratech Cement and Grasim which is the holding company and the business in VSF VFI is doing extremely well. Lastly, Larsen and Toubro, which has given double-digit guidance. Their order book is at an all time high.
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