For the last nine years on the priority list of the government has been building physical infrastructure like roads, highways, ports and airports. Binding all the infrastructure projects, whether big or small are two commodities, cement and steel. In the cement sector, small and mid sized companies have been able to take advantage of this focus and increased spending by the government and have been able to both clean up their balance sheet and in some cases, they have gone ahead and increased their capacities which would be getting commissioned soon. With continued focus on infrastructure, will these companies be able to see another round of re-rating?