Am invested 10% of portfolio in this stock…
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One of the cap good stock that has not gone insane in valuation in this bull market , even though have appreciated a lot …
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it is a tier 3 company, [but a market leader in its segment] with absolutely no pricing power …
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Till the time cap goods sector grows ( siemens, abb etc) , this should grow fine… Fy25 should be a big one in earnings considering capex completion in fy24… but not sure on way forward beyond that
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being a cyclical … i cannot invest beyond 10% … When to get rid of this (AT the peak) is the real challenge
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