Home improvement stocks: Has business matured enough to be part of a long-term portfolio? 4 stocks, 3 with upside potential of over 49%

After coming into the limelight in 2020, most stocks related to the home improvement sector (from laminate and tile makers to several others) have been moving in a very broad range. A majority, in fact, underperformed in the bull run of 2023-24. But the fact also is that no sector stays at high valuations forever; neither does it stay under pressure for extended periods. Is three years of underperformance coming to an end? Will the GST rate cut give these companies the required push? Have valuations cooled to a level where you should think of having them in your long-term portfolio?