@ Tarun: Thanks for starting this!! Incidentally was searching for some material on SGIL since last few days and nothing seemed available online. Some questions that come to mind-
- Does the casting business have any moat- meaning should we consider this as commodity business or sepcialised? Wanted to understand pricing power of company.
- Nothing much is available about the management. Are Shirgaonkars actively involved in management of company?
Disc: Not invested!
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