i am trying to figure out if the margins can have an upward revision from here. assuming if CBFS price stars correcting. In the past CBFS (HS code 27079900) price moderated from the highs of 134 in 2014 till about 26-30 in 2016. that is when we saw a massive rally in PCBL share price as well. if the geopolitical scenario becomes better and oil prices moderate (CBFS will also moderate simultaneously). we can see better realizations Per ton. what are your views?
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