I agree with your analysis.
Regarding company, i’ve one more investing rational,
as company mentioned in last earning call, apart from Smart meters, major focus is on Transmission. In this field, Techno has great experience and will be fastest growing vertical of company.
With 1400crs cash equivalent , Billing of Data -centre and Robust order book, it can be a good candidate for re-rating apart from growing EPS.
PS: Invested in this company.
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