My views,
- Have shared my reason earlier on HGINFRA.
- Apart from the above, there is lack of order inflows from NHAI this year, which has been one of the reason for underperformance of road infra stocks, in my view.
having Said that, if NHAI come close to their 6000 km order target, then road infra companies will have a great order inflow this quater and they may give some outperformance.
Disc: Invested in HGINFRA since about 200 levels.
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