Reco / TP changes: We change our valuation methodology to SOTP for Skipper, and assign 15/15/25x to Mar-19E EPS for Engineering/ Infrastructure/ Polymer division. Consequently, our TP increased from Rs 223/sh to Rs 253/sh. With a steep run up in valuations, we downgrade Triveni to NEUTRAL. Post correction in stock price, we upgrade CGPower to BUY. Our coverage universe is likely to witness ~10% YoY growth in revenues. Growth is likely to be skewed in Suzlon (+18.1%) and AIA Engineering (17.6%), while most other companies are likely to witness high single-digit growth