Modi wave is taking us along. He said
“Swatch Bharat” and whole country lifted brooms. Big corporate houses announced
big plans for bringing cleanliness in villages under their CSR activities. We are
counting sanitryware companies to be the biggest beneficiaries of this (Our HSIL is
doing great, it is at 415/- from our price of Rs. 90/-). But we just forget the humble cement fibre
sheets because every toilet made in villages or town is going to use these. We can’t
forget the rocket…E-commerce sector…which is going to create huge investments
in warehousing which is also about cement fibre sheets.
“Swatch Bharat” and whole country lifted brooms. Big corporate houses announced
big plans for bringing cleanliness in villages under their CSR activities. We are
counting sanitryware companies to be the biggest beneficiaries of this (Our HSIL is
doing great, it is at 415/- from our price of Rs. 90/-). But we just forget the humble cement fibre
sheets because every toilet made in villages or town is going to use these. We can’t
forget the rocket…E-commerce sector…which is going to create huge investments
in warehousing which is also about cement fibre sheets.
These sheets use Asbestos fibre which
is banned in almost all of western countries due to perceived lung complications
but as our poor in villages still use Kutcha roofs…these provide affordable
roofing option to them so they aren’t going anywhere atleast over a medium
term. Also the variant of Asbestos (Chrysotile) used in india is not perceived as
dangerous.
is banned in almost all of western countries due to perceived lung complications
but as our poor in villages still use Kutcha roofs…these provide affordable
roofing option to them so they aren’t going anywhere atleast over a medium
term. Also the variant of Asbestos (Chrysotile) used in india is not perceived as
dangerous.
But my reason for choosing these is
not because of Modi Wave. But because these companies are investing heavily in
next generation building materials. Indian building material industry is still
about red clay bricks, high doses of steel and cement. Clay bricks are natural disaster
as they are destroying much needed and in short supply soil. One Sq feet of
carpet area with clay bricks walling consumes around 25 kg of top soil and
around 8 Kg of coal. More emphasis is being put on energy efficiency rather
than energy consumption.
not because of Modi Wave. But because these companies are investing heavily in
next generation building materials. Indian building material industry is still
about red clay bricks, high doses of steel and cement. Clay bricks are natural disaster
as they are destroying much needed and in short supply soil. One Sq feet of
carpet area with clay bricks walling consumes around 25 kg of top soil and
around 8 Kg of coal. More emphasis is being put on energy efficiency rather
than energy consumption.
Cement Fibre Boards/panels and Autoclave
Aerated Concrete Blocks (AAC Blocks) are going to revolutionize the way we
build our structures. Cement Fiber boards are made of cement, wood particle,
fine silica, quartz and some other minerals…they are then cured under high
pressure steam to get the desired high strength and stability. They act as substitute
for wood and plywood but provide added protection against fire, water and termites.
Aerated Concrete Blocks (AAC Blocks) are going to revolutionize the way we
build our structures. Cement Fiber boards are made of cement, wood particle,
fine silica, quartz and some other minerals…they are then cured under high
pressure steam to get the desired high strength and stability. They act as substitute
for wood and plywood but provide added protection against fire, water and termites.
To be continued….
(I have bought HIL at
680/- and Visaka industries at 120/-)
680/- and Visaka industries at 120/-)
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