I hope you have read the threads on both Usha Martin and Fluorochem. If yes, then read both cos annual report for past 3 years , (concall details for past 3-4 quarters in case of fluorochem, Usha is yet to conduct concall )
If you have not gone through the threads, you need to do that exercise.
If after that there are any questions about the business, it’s cyclicality, etc, we can discuss that.
My view about whether or not they are worth buying at CMP does not matter as I am not your advisor, and it’s your money to invest, not mine.
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