It is funny to note that Tarsons continues to say that glassware products are shrinking and plasticware are increasing as shown below
Whereas if you listen to Borosil concall, you would hear exactly opposite view. I guess truth lies somewhere in between as both interested parties are seeing things as they prefer to see. In conclusion, as an investor, we have to take management commentary with pinch (and sometimes handfull … ) of salt and let facts/numbers speak for themselves
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