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Power transmission offers biggest long-term opportunity; textiles near bottom: Nepean Capital
Gautam Trivedi, Co-Founder of Nepean Capital discusses AI's impact on IT, opportunities in data centres, why textile exporters may be nearing a bottom, and shares his views on stocks including TD Power Systems, Power Grid Corporation of India, KEC International, Hitachi Energy India, Transformers and Rectifiers (India), Yash Highvoltage and Varun Beverages.
Transformers and Rectifiers bags Rs 228.26 cr order from Gujarat Energy Transmission Corporation
Transformers and Rectifiers India has won a significant order valued at Rs 228.26 crore from Gujarat Energy Transmission Corporation. The company will supply six transformers and two reactors. This major project is scheduled for completion by August 2028. The Ahmedabad-based firm specializes in manufacturing various types of transformers. Its shares saw a positive movement on the BSE.