5 yrs is a good time to make enough from this and exit. Example of HDFC bank growing at 12% is not correct since the whole banking credit is not growing well and the bank has clearly articulated that they would grow at market growth + few%. It is very much possible that HDFC bank could start growing at 20%+ when economy recovers fully.
Repco is in a sweet spot because it is ready to capture market with adequate organisation/culture, experience and capital. It doesn't need to grab market share from others. It can only pick and choose clients to grow for the next few yrs.
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