Key Points
Chakri Lokapriya, Managing Partner, RSB LLP, says among T&D companies, Skipper is one of the largest companies globally and in India, they are present not just in manufacturing but also in EPC..
Chakri Lokapriya: Indeed, all this data clearly shows that manufacturing activity, capex, industrial is where the largest loan disbursements have been in India and therefore banks which cater to that, which is largely the public sector banks and some of the private banks like to an extent maybe RBL, are ones that will disproportionately benefit from this current move...
Chakri Lokapriya: Brigade is extremely well positioned in the current outlook because of the demand from commercial as well as residential and also there is some work going on within their hospitality space..
Electric pipes are used both in construction as well as in industrial activity and they are doing a capacity expansion to meet the demand and again, valuations are on its side..
For instance, Hi-Tech Pipes, is a similar company, but this company is also into industrial demand and they make all these electric steel pipes, coils, etc, that are needed in manufacturing as well as in construction..
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