Rev growth of 35% in sandhar is a bit aggresive imo(who knows?), even if we take into consideration the upcoming expansion a 20% growth is a base rate that can easily be hit. A no brainer with second order consequences already playing out(RM prices cooling off), but stocks price hasnt yet.
Krsnaa too suffered with industry wide capital outflow but the least susceptible to concerns(B2C, + covid revs almost nil).
Both cases of mispricing with margin of safety imo. Lets see how they play out!
Disc – krsnaa and sandhar make up almost 50% of pf; biased.
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