@srnarayan Hi Sreekanth,
That is true. Maybe consistent bad performers over 1-2 years should be replaced with new ones.
Reg NMDC, your right with the prices / margins. But, i feel 120 seems a fair price.
Reg Igarashi, I googled, but I’m not sure whats up with the de-listing you mentioned. Could you share some links reg the same?
I bought it @250->350 after seeing it on value-picks.blogspot. It had increasing ROCE the last 3 years, other ratio-numbers were also okay. And the Japanese partner who initially sold his full stake, later bought it back.
Growth scope seemed to be there, as these small motors keep on increasing in cars. And their stuff must hopefully have quality, because their clients are international car makers. If some small dc motor goes kaput while driving in the US, they will sue in big $$$. Though i hope it doesnt supply VW 
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