I like the clarity in thoughts of Mr. Sorab and how he is articulate to understand the market dynamics. He has so far proven to be real successor for Mr Vijay Agarwal. He seems to have a vision for the future. He has been conservative in giving guidance previously (in concalls). I have super conviction in ACE and the management so far. India needs at least 10 years of continuous investment in the infra sector to even think of trying to compete with China.
Discloser: Invested from very low levels since Covid crash in the company. It has the highest allocation of my folio. 35%.
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