Management has been very confident about 2000 cr number . Q4 could generally has been good as seen from past quarter. They need to do 600 cr in Q4 with margin expansion it can translate to 100 cr + NP and 9.5-10 EPS for a quarter.
Will update post management commentery.
Elecon has surprised since investing since 2021
Will ride the cycle as we may be not be at fag end of capital goods cycle. ( view )
Invested : No recent transaction . Views are biased .
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