The recent upheaval caused by Airtel brings into question the moat (or lack thereof) enjoyed by Tanla. As I said in a previous post, they are eating Tanla’s lunch. The Concall assurances were vague – claiming that such low prices are unsustainable and hoping Q3 Q4 will bring sunshine.
Competitiveness of Tanla is in question which is why the stock is getting punished mercilessly.
Corporate governance issues like the recent insider trading case do not help either.
Disclosure – invested and hurting. Clearly, you should not consider my words seriously as a reco
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