Thanks sajijohn. The only reason I exited tata metaliks is to realign my portfolio. I still feel tata metaliks has a very good runway and last qtr result was also good. But KNR and Skipper I thought would give better result given Govt thrust for Infra, power and agri. Hence exited Tata metaliks.
KNR construction has very clean balance sheet, has highest margins and ready to let go orders where other players just bid at nominal margins to win orders. Management is honest and conservative. They have decent order book and are known to their early completion.
Other stock which I added is skipper which is into Power (Transmission, value added products and services ) and Water (Piumbing and sewage, borewell and Agriculture). Recently they have announced JV with MetzerPlas Cooperative Agricultural Organization, Israel for drip irrigation business. Have a clean balance sheet with very low debt and good return ratios.
With Govt focus on Roads, Infra, power, agriculture I think these two stocks are well placed.