Hi rahul, the result is in line with the expectations. Now they have become quite conservative in giving any aggressive figures (In past they used to give guidance of growing at 40-50% growth).Better to say less and over deliver. I am betting on the telecom industry and the company is into the niche products which is quite critical and currently being largely imported. Govt is quite keen in localising the telecom parts due to safety/make in india drive. So lets see how the things play out in future.
Disc – Invested (5% of the portfolio)
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