https://nsearchives.nseindia.com/corporate/OutcomeofBM13052024_13052024164901.pdf

The company has just released the earnings today. Even though revenue remains stagnant, EPS has gone up nearly 2.25x.

I think you got this wrong. Market Size is very large for them as they are going into other fields apart from Law.

In this interaction on YouTube (timestamp: 25:10), Ramanuj Mukherjee said that the Market Size is $7 billion and there are very few players in the market.

I know that’s a very big number and should be taken will a pinch of salt.

But if things go right, there is a big opportunity.

Addictive Learning Technology: Connecting Indian Talent With Global Remote Economy

Also, they are growing in the US market also.

I have this company in my portfolio which makes fittings and fasteners for pipes, solar modules and have recently announced order win larger than their market cap. (though in past they almost had orders from Kalpataru Projects that got sort of cancelled)

From screener:
TGIL is a manufacturer and fabricator of metal products used in Pipe Support Systems, Fasteners, Anchors, HVAC,
Anti-Vibration Systems and Equipment for industrial, commercial, utility and OEM installations. Company is a fabrication and installation specialist in ductile pipes, HDB pipes and fittings, and MS plate. Its products are certified and approved by Underwriter’s Laboratory Inc. (USA) and FM Approval (USA) for Fire Sprinkler System Installations.

Could it be a infrastructure proxy? How to analyze this company to improve conviction on either side?

This is my first post , I was going through the posts and thought of sharing my thoughts , and if there are any mistakes in my views please accept my apologies.
@ranvir -Schweitzer – I couldn’t find an Italian company like this – Can you post the link if available?
Outdoor lighting – Their product range is very limited as per their website (Plus Light Tech), in this segment their main competition will be with Lighting Technologies ( Subsidiary of Russian Company), Signify , Panasonic,( Roads, Ports, Stadiums etc)
K-Lite – Outdoor lighting portfolio is much bigger than Focus lighting in the outdoor decorative space. K-Lite might be importing housing from china and assembling it in Chennai , this could be to make it more competitive and transfer most of the fixed cost of production to 3rd Party.
@johnsgeorge.cet : Your enquiry about Focus Lighting to IHG , their Client tele is different and probably that could be the reason the sales person of IHG couldn’t know about it. Focus has an office in Ajman freezone and targets major retailers for their showroom lighting, the business is headed by an Indian, who was working priorly with a major German Lighting Manufacturer in UAE.
Focus – Opening an experience center in Saudi Arabia is an interesting move, because of the project volume in all provinces of Saudi Arabia.
Focus is a Manufacturer predominantly focusing on projects, and the order bank will not be regular and there will be payment issues for sure.
Usually companies tries to strike deal with European or American Manufacturers to become there OEM partner for products, by this they can expect sustainable revenue. and i could see only schweitzer in this direction (website not found for schweitzer)