I see them demerging their Basic Construction business, roads tunnels and stuff in future once all the new plays are stabilized and in growth mode.
Will rerate it completely. Professional run business playing in all segments of new econ as you said. Its one of the hold till market allows type of stock.
Anyway, the tech and finance is already 30% of consolidated profits. Once they cross 50% in next few years it will look a whole new company.
Only Concerns are on the Hyderabad Metro and GCC slowdown in Oil and Gas contracts.
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