Its typical cycle… over capacity to under capacity. Now power demand hiking steeply and will continue to do so as share of manufacturing increase + more demand in service side due to AI etc…
Now the elections are over…major projects will get light of the day with tilt towards new gen solutions.
Technically the stock is hovering near the highs.
Position Size here (Case Study: Techno Electric Ltd – by Pankaj Garg)
Regards
Pankaj Garg
(pankajg.substack.com)
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