Thanks much for detailed analysis. Your analysis are very detailed. I agree that with difficult monsoon outlook, next one year may be challenging for the company (not sure how much of it is already factored in the price).
Please do analysis on Titagarh Wagons (Railway Capex), Greaves Cotton (EV play), Likhitha Infra (O&G Capex), and Avantel (defence) when you have time 
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