I believe PEG is 2.75 if you consider the valuation at consolidated basis. Nonetheless it is still on the higher side. Assuming the growth momentum of 25% for the next 5-6years (quite possible) the high valuation is ok.
Sona BLW has also setup a merger and acquisition committee, some news could be expected in months/years to come.
Not to mention, the management ethos is what I really like about this company. Maybe I will not make quick gains in this counter but i can comfortably park my investment here for a excellent long term wealth creation. Company should compound at of 20-25% for the next 5-7 years easily, considering the earning visibility.
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