- good revenue visibility for this year , should aggressively bid for projects that govt looks to accept bids for the first 100 days , and election year is going behind so order inflow should only increase
- debt reduction , reducing finance cost
- overall govt focus on infra, TDP led andhra to mostly receive large `infra package and alliance should remain committed to the sector
- reasonable valuations on dips to accumulate as well
key risks - execution risk
- slowness in debt reduction might lead to back ended value unlocking
- lack of clarity on the overall business mix and how that will emerge in the next 5 years , due to the coal business
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