Exited Exicom, reduced Tinna, added Sathlokhar, NPST and Tembo.
Sathlokhar is just a civil works contractor for private projects, full package from factory to interior design, growth seems to be doing well.
NPST is into UPI payment software for banking.
Tembo is into mostly fasteners and industrial contract work with expansion for pipes and diversification for defence.
Tinna seems at fair enough value for now, margins are not looking that good if EPR credit is set aside.
Disc: unqualified to advise, hence please do your own research.
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