I don’ think much impact-
1)- 50% of only one mine is impacted. other mine is fine.
2) they mentioned they have inventory of few weeks of iron ore- so production of pellets will not be impacted.
stock value is function of future earnings.
Can we estimate fy 26, and fy 30 earnings based on expansion, inr depreciation and inflation – 8% per yr in India??
can anyone do this exercise?
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