Who will power the country

A whole lot of stuff has been written about the power reforms in the country and how a lot of the whole value chain will benefit and create shareholder value both in the short term and over the long term. Most of the large caps in power generation equipment including ABB, BHEL , Siemens and to some extent L& T and crompton are already reaping the benefits . Transformer companies , tranmission equipment providers , cable manufacturers and also the power generating companies are on multiyear highs. There is a lot of potential for smaller well managed companies to come to party with the ultramega power projects taking off and the rationalisation of the electricity act 2003 expected - I feel there will be a lot left on the plate for them to make a difference.

Two under dogs which can be significant outperformers and I feel should be accumulated ...

Kirloskar electric @ 85
Jyoti limited @ 110