i think what could be added to your assessment is that virat has not grown too much in last 3-4 yrs whereas spenta has…also spenta has a much larger capacity than virat. Last but extremely important is the cash generated ability of spenta which is far superior than that of virat… i had evaluated both stocks, met the management, talked to factory employees and its customers and eventually decided in favor of spenta… infact if you do the last bit virat, does not stand a chance.therefore, I invested in spenta a few quarters back but have booked out fully due to this bse circular of price caps…else my personal fav was spenta…
disc: as of now not invested in either.
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