I have this company in my portfolio which makes fittings and fasteners for pipes, solar modules and have recently announced order win larger than their market cap. (though in past they almost had orders from Kalpataru Projects that got sort of cancelled)
From screener:
TGIL is a manufacturer and fabricator of metal products used in Pipe Support Systems, Fasteners, Anchors, HVAC,
Anti-Vibration Systems and Equipment for industrial, commercial, utility and OEM installations. Company is a fabrication and installation specialist in ductile pipes, HDB pipes and fittings, and MS plate. Its products are certified and approved by Underwriter’s Laboratory Inc. (USA) and FM Approval (USA) for Fire Sprinkler System Installations.
Could it be a infrastructure proxy? How to analyze this company to improve conviction on either side?
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