As Q1 of CY comes to end,
There is a little change in PF
Have added Mold Tek technology as implied growth rate is mere 11-12% for 17.5% Growth rate,
In this dip have also added SKP bearings,
The acquisition seems very interesting to me, ADD which EU has on Indian imported steel products there might be way around to the same by sending RM to france increasing cost advantage against local competitor
Let’s see how the same pans out
As on 31-3-24 PF stands as (in terms of highest to lowest weights)
- SKP Bearings
- Crown Lifters
- Creative Newtech
- Yasho Industries
- Galaxy Bearings
- Mold - Tek Technology
- Misc. (< 4 %)
(Have not sold anything Changes in % highly due to MV changes)
No Buy/Sell Reco.
Baised on all of the above business
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