I had also gone to the AGM this year and it was a wonderful interaction and experience. Having been invested in the company for 5-6 years now it’s a great satisfaction to see how a company has evolved and grown so much and it’s great to interact with management people and see the evolution, leadership and excitement for journey ahead.
Wonderful summaries have already been posted before so I’ll not repeat.
Few takeaways for me were:
- The pictures/sneak peak into the machines and advancements over the years was the most important thing. The machines looked sophisticated and there seemed to have been lot of automation done to have precision and lead. Probably this is the key reason why company could grow even in bimetal segment so rapidly.
- It was good to see the next generation of the management ready, deeply involved and excited for future.
- Strong direct relationships with several leading global OEMs. It seems in many of the cases the co is the sole/customized supplier and is able to offer value addition new solutions.
- Possibilities of new product developments and moving up the value chain.
Overall, it’s impressive what the company has delivered over last 5 years. With such a foundation and tailwind, if they are able to repeat on what they have done, there is opportunity here.
Ayush
Disc : invested in family and client acs. Have done some profit booking over the last few months to protect gains and plant new ideas
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