The shift is coming as per the mgmt but how much of that will be sustainable (in terms of revenue and margin growth) and would shift the overall dynamic of the industry that will be visible in couple of years. If we compare then in my opinion the other companies such as west coast paper, tnpl are relatively better priced at these levels. Undoubtedly jk is the leader here but excellent result with no follow up move in the price rather then some cut is definitely something which can’t be ignored.
Position : Was invested earlier. Only have small tracking position now post results.
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