I started the thread on Andhra petro many years ago and after a brief period stopped following the company. But I had a chat recently with an investor friend about the company and it seems company is on track for a big capex of nearly 400 crores to add value added products over next 3-4 years. That might make the company interesting, though it still will largely remain cyclical. Will need to dig deeper to see what kind of new products are going to be produced.
As of now no positions and not tracking it actively, but would like to look at it again some point of time.
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