Time and again Balaji keeps coming up in my screeners. I am already invested but looking at lucrative valuation and upcoming capex, I am tempted to invested more but I am trying to figure out what am I missing? Every company goes through ups and downs. I agree last couple of quarters were not the best but they were not worst either.
Even on standalone basis without specialty business, if company maintains standard 15% margin then that is good. Hope to see last margins catching up this.
At times I really wonder the way market treat companies.
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