Cement counters poised for strong profit growth; buying opportunities in consumer finance: Deven Choksey

Cement companies anticipate significant profit growth this financial year. Volume growth and higher capacity utilization are expected. Construction activity is robust, and lower fuel costs will boost profitability. UltraTech and other large companies are well-positioned. Consumer finance companies with larger AUM could grow considerably. Bajaj Finance is expected to grow even faster. Valuations are reasonable, presenting a buying opportunity.