Hi Harsh, About Chamanlal thesis, can you please share the source/pointers indicating below mentioned management intentions
With regards to sales growth
But on screener, I noticed the sales growth not being around 50% YoY. Did you mean the total sales growth from 2014 to 2018?
Irrespective of the clarification above points, a company with ~680 Cr market cap, 258 Cr cash in hands, better return ratios than industry leader (due to asset light business model) available at below 8 PE with positive industry tailwinds (clearly indicated by KRBL management in their media interactions and concalls) – A clear opportunity in terms of risk-reward.
Thanks
-Manohar
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