Midhun’s Investment journey and Space to organize investment ideas

Thanks for the kind words @Shakti_Srivastava ,

I don’t think Cyient is highly valued compared to the peers in the industry like Avalon, Syrma or Kaynes. Cyient recently acquired Altek in the US with ITAR certified facility ( Lets you supply to US military ) . Cyient DLM has c. 70% of their business in Aero and defence domains. The management pedigree is also good. I expect H2 to be better than H1. Hence took a tracking position . If they continue to execute will add .