**Few Interesting Opportunites **
- Gravita India : the positives include sunrise industry, First mover advantage in recycling, profit growth guidance of 30% cagr for next 4-5 years, PEG of 1
- Cigniti tech: targets 1bn USD Revenue by 2028, translating to growth of above 30% Cagr. Last 10 yr growth has been 27% CAGR, PE reasonable at 12x
Disc: No holding as of now
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