Look at KEC International: Prakash Diwan

Prakash Diwan of Altamount Capital Management told CNBC-TV18, "If you see the chart of KEC International, it has just kind of come back slightly higher than what it started off with because of the kind of downturn that it faced and some issues in the overseas market that they had. Just as a matter of disclaimer, I do have an exposure into this, in fact I am a long-term patient investor in this stock for a long time now.""The beauty about the company’s business is, it is benefitting on two counts. One is the input side, you have a lot of raw material softening which is helping it. The expansion of orders that it has seen has come at prices which are still not kind of linked to the lower input side, especially in their overseas operations. They struggled a bit and that is where you see that dip in the graph. They are also getting into the engineering and procurement and construction (EPC) segment which is where their own production is raw material and they get value added benefits on that," he said.