(1/n)
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Apar Industries: Presence across entire value chain of power capex, good management
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Skipper: Major T&D tower manufacturer, targeting massive global opportunity, also present in PVC pipes.
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Tata Power: Safe bluechip, can benefit from group companies (like EV charging infra for Tata Motors).
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Delton Cables: Just a “special oppurtunities play”, microcap company possibly turning around. Main products are EPC cables and Railway cables.
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VA Tech Wabag: India’s water-treatment infra has a long way to go, company doing good and can benefit from industrial oppurtunites as well.
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Shyam Metalics: Relatively small metal mining and products company, big capex plans, entering stainless steel segment.
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Adani Ports: Largest private port player in the world, benefits from aggressive business acumen of Adani group.
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Titagarh Rail System: Major players in passenger coach manufacturing, in a JV for rail wheels as well.
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JTL Industries: Steel tubes for various sectors, big capex underway
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