Hi Ishmohit, do you see any risk of PE contraction due to commodity nature of the business? as we have learned in SOIC that we shall buy deep cyclical commodity businesses at the high P/S and P/E ratio when earning are suppressed. where UML is currently having highest EBITA/ ton and earnings. Is their any chances of Volume and EBIDTA contraction and PE derating?
Disc: Not invested, studying
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