I don’t have a view per se on Visaka or on the sector in detail as such. Just that I had glanced through companies in this sector at the beginning of the yearpurely’cozthey were trading at very low valuations. But same was the case withfew forging/auto ancillary players at that time and I decided to go with them as I thought chances of re-rating were better there.
This thread just reminded me of glancing through the companies in this sector. I guess most of the companies in this sectorcan have major earnings growth for next couple of years. I am not sure on the pe expansion part ro how much of a re-rating take place. But going by this thread HIL looks like a good candidate if earnings growth is supportedby favorable changes in the revenue mix.
you have a