NCL Industries – Resumption of growth?

Key takeaways from the above interview:

1. MD Indicates that the demand scenario has improved a lot. This is corroborated by the 2nd point(below).
2. MD indicates rough capacity utilization of about 70-75%.(much higher than 62% last quarter)
3. He has indicated that Q2 will also be as good as Q1.
4. 2nd half of the FY is always better than the first half as construction activity picks up.
5. 90-100crores expected debt for next FY.

Risks are already highlighted in the previous posts.

Thanks,
Ravi.S
Disc – Invested