Hitesh ji,
With extensive modernization, capacity building and import substitution being the theme for Indian Railways, have you come across Hilton Forging ? This microcap is known to have supplied an initial set of wheels for railways, and apparently got approval too.
With the usual supplier of rail wheels, Ukraine not in the market now and difficulties in importing from China (atleast the public optics) do you think Hilton will be a winner. I’ve not been able to find who their competitors for wheels (in India) are and what their competitive advantage is.
Thank you !
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