This demerger development comes as a big positive surprise! I feel this sector has lot of tailwinds with manufacturing moving to India and Rossell has been aggressively getting more and more orders. In past many people used to reject the idea because of the tea business being present…perhaps this will now interest more people. On the concern – valuations are not cheap now and the company needs to scale up faster on the aviation segment.
Disc: same as before
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