I read some interesting articles about the EPC in T&D power sector, the sector looks promising with lot of tail winds, as of 2023 mid year the order book was around 1000 cr for Bajel projects and recently they got order worth 700+ crs in second half of 2023. Negen capital who usually buy the stocks in special situation bought the shares bulk @116 which is giving more convection for buy. I invested at 114 and would take a call on additional investments after their board meeting on 09Jan2024.
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