Gourab-Paul

Gourab-Paul

Stock i9s at ATH and the triggers are as follows 1. Datacenter Theme 2. Renewable theme, renewables can have almost 8 times more electrical equipment 3. Grid upgradation theme 4. India as an Export hub for ABB. Currently it has a OB of 8000 Cr and will get executed in 12 months. Their order growth is also 20% YoY

Gourab-Paul

Sales have increased by 65% YoY and Operating margins have expanded by 14 % . The company had recently acquired a business.

Gourab-Paul

Apar - came out with a good set of numbers. The management has indicated some headwinds. There is a capex demand on power sector. Maybe a good positional play The chart is strong as well.