“Bullish on the cement sector, particularly in South India, citing early signs of pricing revival with Rs 10 hikes sustaining in February. He anticipates significant price gains of Rs 40-50 per bag in South India by April-May, driven by management's shift from volume to value. For FY27, he projects 7-8% volume growth, primarily from rural demand, and expects the sector to report significantly better results over the next three years due to consolidation and pricing strength.”