Mahindra EPC Industries

He seems to be holding other positions in multiple Mahindra group companies. Like he is the MD of Mahindra Agri Solutions Limited as well.
https://www.linkedin.com/in/ashok-sharma-83828b25/?originalSubdomain=in

Hello,
I had attended the AGM and have prepared the notes. I have tried to catch hold of everything the management said. I hope it is helpful

.MAHINDRA EPC AGM NOTES.docx (12.1 KB)

disclosure: invested from lower levels

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results declared by the company

Was reading the concall transcript of H1. A must read for all the people invested gives a good idea as to what is going on in the industry.

Am attaching a few interesting things that caught my eye.

this is what the company expects from the industry going fwd

Disc: Invested from lower levels. Views may be biased.

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Promoter reputation is the strongest moat of this company. However it seems promoters are unloading shares every few years.

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Thats not share reduction, its impact of ESOPs.

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“Mahindra EPC Irrigation Limited Q2 FY-22 Earnings
Conference Call”
29" October, 2021
MahindraEPC.pdf (874.7 KB)