Exactly my point. If we look at their earlier commentary, Dec quarter would have been a bumper quarter with all expansions coming live but it didn’t happen and that’s why there was severe fall I think but I was hoping that it would’ve stayed there for a while so that there would’ve been a chance to accumulate because the valuation were getting attractive there and as per my personal bear case scenario for FY25, it was getting very lucrative but it jumped of quite fastly from there and already and 30-40% up from the lows in just a couple of days, so couldn’t add more.
Because apart from ECH utilization, I’m positive of other capacities being utilized properly and as far as ECH is concerned, we’ll get to know in current quarterly results. Although as per various reports, ECH market is set to grow for a long period, so positive on that too to a some extent.
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