The entire structural steel space is heating up due to pick up in infra. Smaller players like Rama steel, Hitech are benefitting from Jal Jeevan mission as well. Rama has recieved few orders for Jal jeevan. Tata metallics who make DI pipes also are big beneficiary of the mission. Have done a benchmarking below of QoQ , YoY volumes and EBITDA/ton growth.
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