Results view:

These results reflect a company in transition, and how effectively Kirloskar executes its restructuring will significantly impact corporate health.

Positive progress in debt reduction and asset monetization will fuel the turnaround, while any setbacks could derail the process.

I see resilience with strategic restructuring efforts, and the future depends heavily on successful asset monetization, liability management, and cost controls. Legacy business and decades of experience should bring them increases in order inflow.

Potential Q3/Q4 candidate. Very high risk. If it performs, then the next few years belong to KECL.

The dip at 1pm offered a good opportunity, and today, it’s become my largest holding.

Will hold. Will wait. May rejoice.

Thank you for your perspective!

In this sector, companies specialize in a specific niche (e.g. a subdomain in a sector) or cater to a specific clientele. E.g. GLG is stronger in public market investors globally whereas the companies like Infollion drive most of their business through management consultants.

Fair point. However, how does specialisation get built? IMHO, it gets built by the expert network you build for that domain/sub domain/client vertical and the knowledge base that gets built over time by the experts and the consultations. If the experts decide to go with GLG rather than Infollion (for quality of clients, pay, whatever) over time the expert network and consequent the knowledge base gets built at the competitor instead, right?

However, its believed that this is not their India business growth, rather outsourcing of services from foreign markets to India.

By ‘outsourcing’ did you mean getting their overseas clients’ needs met by experts in India?