Very informative thread. Happened to look at Crisil report on BFW and ICRA report Ace Designers. BFW and Jyoti have significant revenue from Defense, exports and VMC, HMC.
Macpower has just started entering those segments. Macpower sells in very crowded entry level machines. But management has delivered in last 10 years and has met expectations. But valuation of some of these microcaps is something I haven’t seen earlier. Lot of optimism and interest on some of these. The sense I get from general reading about sector is that there is lot of visibility on sectoral growth.
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