I’ve got two juicy points for you:
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How would you read into Exicomm’s latest results and those spicy indicators?( at below link)
https://assets-global.website-files.com/65dc05e17b45fb941d1d675a/6656f74891cacd69dfe4a84b_Investor%20Presentation%20on%20Audited%20Financial%20Result%20for%20quarter%20and%20financial%20year%20ended.pdf.
For example, the FY28 domestic charger market is predicted to be hotter than my mom’s curry, and Exicomm is aiming to whack 25% of that pie! Plus, their new plant is pumped up to start in FY25 . Considering the management experience market had with HFCL , I’m trying to shore up my conviction if Exicomm could be a long-term bet, say a five-year timeframe. I hold both: Exi forms 5% and HFCL 2% of my portfolio. Both have had a good run so far -
Any electrifying new ideas or names we should dig into in the transformer sector? some high-voltage suggestions ?
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