Sharmila Joshi of sharmilajoshi.com is of the view that one may hold Sagar Cements.
She further added, 'In terms of valuation, they are nicely priced and you do not really foresee too much of growth. But if you are long-term, you can continue to hold. Again, there are a lot of smaller things, a lot of details that we can talk about between the North and South, South is apparently doing better. So, if you take a valuation perspective, if you take going forward, business perspective, no doubt there will be a slowdown, but I would expect recovery also to come into cement over the next 5-6 months of time. Given all that, I would say just hold on Sagar Cements and take a call a couple of quarters down the line."