VAP Will Contribute 35-40% To FY25 Volumes, Q1 Exports Growth To Be Better Vs Q4FY24
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VAP Will Contribute 35-40% To FY25 Volumes, Q1 Exports Growth To Be Better Vs Q4FY24
Click to view video Interview
Can anyone throw light on following questions on KEI –
What is competitive advantage for players like KEI in global market? Essentially what is the export opportunity for the company?
EHV seems like technological differentiation that company have. Who are the main customers here?
Does any player in this Indian sector do customise manufacturing?
I wrote a piece on Kotak Mahindra Bank – RBI Delivers a Bouncer, Kotak Ducks: Can Kotak Mahindra Bank make a Strong Comeback | by Chaitanya Khanna | Apr, 2024 | Medium
For some reason always believed China was waaay ahead of us in every aspect. Recently came across these two youtube channles that say otherwise. After watching several videos I feel like China is definitely ahead of us but not by that much.
There is not much scope to reduce the debtor days as its major revenues (67%) come from government.
Q4 numbers have led to huge surge in the stock. Is the long term moat getting stronger or was it a one time thing due to lower input prices?
If they are able to get the run rate to 500cr/qtr it still seems worthwhile investment
The debtor days are still very high at 178
Hi all,
Can anyone add me to this group? would love to interact.
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