We hosted the management of Skipper Ltd for investor meetings in the UK. Management has given an upbeat outlook for both segments - Engineering and Polymer. While the Engineering segment is expected to double its revenue in the next 5 years, the Polymer segment is likely to grow at a CAGR of ~50-55% over the next 3 years. Despite having the largest capacity in Transmission Towers, Skipper's capacity utilization has exceeded 85-90% over the last several years on account of it being the lowest cost producer - benefiting from high economies of scale, fully integrated operations and close proximity to raw material sources....