In my humble opinion the current base is too small in context to the total order book of all the listed companies ( close to 8000 cr or 1 billion ). The good news is that the bigger listed companies are doing extremely ie. the sector is doing well.
One good order of close to 100 crores and it can change the face of the Profit and loss statement.
For that reason, sitting tight. It should do well by March FY26. ( 1.5 years ) keen to look at this YOY going forward.
He is still certainly a champion capital allocator, just needs some luck and orders in his name.
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