I have been looking for these videos. This company is close to 10% of my portfolio and my whole bet is on the size of the pond.
The company is run very professionally and works on volume, do go through the hierarchy of every division above. All are market veterans with more than 2 decades in the industry. One standout feature about this business is 80JJ tax exemption which is provided to them by the government. They were the first company whom I have seen were positive on the increase of the wage hikes which tells me they are true leaders.
The valuations are juicy and are at a support level, tracking position can definitely be triggered at this zone. Been an investor since COVID.
-Abhishek
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