The difference is how we perceive things other than TCAS and as I mentioned in my response. The 300 cr O&M by itself is significant and should not be brushed under.
Not just Banyantree even Oman India took an exit since Dec. 21 almost 20% equity was sold in the markets and no significant institutional buying has happened hence. The stock is up 3x since Dec21 and the profitability around 5x.
My take is don’t care. If you have conviction in the business/mgmt/growth/quality etc. general disbelief is a great opportunity. In hindsight almost all of my recent picks have been where forget institutions some of my good friends had reservations to begin with and some still have.
A lot of risks are pointed in the stock story by @valuequest07, what risks an institution sees is something only they can answer.
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