Most listed companies of the group hold leadership position in their respective verticals and given the management’s amazing track record and conducive Govt policies, each one of them will keep generating positive cashflows for a long time to come.
Rather than locking capital in one/more companies, moving cash between them gives a better return on invested capital. I have been doing this holding TI, EID Parry, Carborundum & CG Power, with a strict cap of 50% combined value allocated in any one company.
Ongoing family feud in the group and an imminent split is the major threat facing all these companies from what otherwise an unshakable collective strength of all the member companies in the group.
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