“We are researching the insurance sector. Some of the businesses seem to be looking at earnings coming back to an extent and so that is one space I am looking at. Among others, engineering and the capital goods sector continues to be very interesting and pharma looks very interesting once more.”
Carraro India turning the corner, offers an entry point
The company has in-house design and manufacturing capabilities. However, it historically has a lower operating margin before depreciation and amortisation (Ebitda margin) compared with peers.
December 23, 2024