India, March 7 -- Cement stocks are drawing attention ahead of Q4 results as investors look for signs of recovery after a subdued quarter. Brokerage firm Investec has shared its latest view on the sector, highlighting key trends and select opportunities.

Cement stocks tend to come into focus in Q4 as the sector typically witnesses a recovery in demand following the monsoon, leading to improved sales volumes and pricing power. The quarter often benefits from increased construction activity, government infrastructure spending and rural housing demand, which support better realisations and margin expansion.

Over the past month, JK Cement Ltd slipped 3% and Ambuja Cements Ltd declined 6%, while UltraTech Cement Ltd edged up 1%. Meanwhile,...