CG Power & Industrial Solutions - Capable management, good business & industry tailwinds

Suggested readings/videos
(Bit dated but helpful in understanding management’s vision and sector prospects)

  1. Mr S. Vellayan’s interview post acquisition
    Tube Investments Takes Over Majority Stake In CG Power, Here's What MD S Vellayan Has To Say - YouTube

  2. 2QFY22 concall transcript
    Transcript_Q2_FY_22_Final.pdf (321.1 KB)

  3. Mr Unnikrishnan’s (Ex Md of Thermax) discussion with DSP team - To understand sector prospects
    Engineering A Better Tomorrow | India's 'New Industrial Revolution' | #ExpertSpeak | DSP Mutual Fund - YouTube

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