Elecon provides solution to companies which are cyclical in nature steel, cement , capital goods. Growth can be very high for a couple of years followed by low growth / over capacity into these sectors. We are currently in the cycle of high growth it may last for 2-3-5 years or more no one knows. 2 years visibility is something one can have from economy perspective . With time going by further clarity will emerge. For me frankly since first buy @150 elecon has suprised quarter on quarter since last 3 years I did add post good results around 200 & topped up @370
.I continue to scout for better opportunity and may exit / trim / hold basis situation demands. Currently among top 3 holding for me
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