Godawari Power – Any Trackers?

This is the most important part of the interview.

This I had mentioned earlier too. Export duty has increased domestic price vs International price.
Before export duty,
Domestic price = export parity price = International price – freight cost
After export duty.
Domestic price = import parity price = International price + freight cost

Also, note JSW steel stock price just before export duty = Rs. 630
Today, JSW stock price = Rs. 652

Not sure, how export duty is negative for steel industry. Even stock prices don’t agree with opinion of the analysts.