The Anti-Portfolio

hi @vikas_sinha are you still tracking roto pumps ?

I saw that it was part of your pf in the initial post. They are entering into new categories of products like down pumps and mud motors which serve the purpose of import substitution as per the FY22 Annual reports, also, they are entering into solar pump manufacturing.

Management has provided guidance of 20%+CAGR in the medium term.

Would love to know your buy and sell thesis, I see that you are also involved in the discussions in the Shakti pumps thread, didn’t read the whole thread just browsed through it So I am hoping you may have some insights about the industry and the company.

Thanks