Thank you Vikas for the reply .
I spent some time looking in to their numbers , and it looks really good to me .
You are right either Market knows something which we don’t know or may be FIIS,DIIs consider this as a cyclical pay for now (short term thinking) .
I tend to believe as you said in your replay “it is a consumption theme” . So taking a position on this Tomorrow
From my past experiences my biggest winners were the companies which got in to the portfolio when market ignored it (Laurus , Gael etc bought in 2018 ) , on the other side I have my losers as well where market was never willing to give a higher multiple (Glenmark) .
I think i will find out which way this goes
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