Hold on to M&M; wait for the split in Tata Motors: Nischal Maheshwari
Cement sector consolidation will help in creating efficiency and sustainability. Stable prices despite inflation as the industry transitions to green cement. Key players are expanding capacity for future market dominance, focusing on EBITDA growth and improved financial performance. In auto, M&M in your portfolio, hold on, there is no hurry to take away profits from there, but Tata Motors should be looked at, says Nischal Maheshwari