Agree Manthan.
Have been tracking month on month numbers and I agree that the execution is nowhere near the levels I had imagined specially in a Post-Covid environment. My view on the stock has changed.
Since the execution doesn’t stand upto our assessment, we have exited Atul Auto in our smallcase portfolios too. Will start looking at this once they get to a decent level of utilization.
disc: previously invested; exited now
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