looking for response from fellow ppl.

orient cements
A CK birla company

market cap to sales is decent.
asset turnover best in the sector.
gud cash management as high debtor turnover .
cement sector's best EBita and net profit margins.
Adding additional capacity of 3 MTPA Karnataka.

+ves
bulls of dalal street have bought
current sector is in uptrend
-ves
a cyclical bet
the current ratios may not be sustainable in future