I guess nocil is getting inventory gain, as the stocking was visible during feb & march , then commodities sudden rise while they were immune to that, may be silent on China side due to covid & stock pile of inventory give them a good topline gain in the past 2 qtr, Sunshine is coming with more volume that may dump in USA/EU/Asia pacific so headwind is visible in my opinion,
Disc:- invested
Subscribe To Our Free Newsletter |