Valuations truly make life simpler.
Other than krsnaa which I hold as large % of pf, I would add Sandhar to a no-brainer list.
At 0.6x price to sales with rm prices already taken a hit(Zinc, copper, aluminium) and margins will make their way back to 10% on a conservative basis. Even if one excluded a 2W cycle revival, company grows 15-20%. Promoter making open market purchases too.
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