The manufacturing side panned out as discussed in Q1. It does appear possibly bottoming out?
But, there is always the geopolitical risk which may impact power expenses. This margin contraction is seen in other ENA companies too.
Negative surprise in consumer is not clear. Huge downswing of 35% in value plus rajasthan is not anticipated. Looking for clarity in this regard from concall transcripts. Perhaps, others can enlighten me.
Very concerned about this.
DISCLOSURE Invested, underwater,
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