Thanks @Chins for your excellent work on Krsnaa so far.
I wanted to share a perspective on Krsnaa that I thought of over the last coupe of days: I have begun to view Krsnaa as arguably one of the growth stories that is most uncorrelated to everything that is going wrong with the global macros. B2G in an election year in a systematically important sector where spending is only going to increase. No real competition (so far), no real impact of a global slow down on demand, no raw material pressures or supply constraints, no dearth of capital for growth (with already low debt) and clean and steady growth.
This could be a place to hide while the global financial environment remains uncertain, and I feel the perception towards this unique kind of B2G may change pretty quickly and could rerate the company in this FY. Lets see how it goes.
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