Both are new technology. I don’t have exact answers to the co existence question.
But we should not be much concerned about this
matter, as the management themselves are confident with AAC product for next 10 to 15 years.
What bothers me is that –
Reasons of Bad Q4 -due to Holi vacation- shortage of Labour in both construction site and plant.
In Q3 concal, they mentioned → there was a volume reduction in q3 due to extended monsoon.
I personally could not digest these reasons.
Holi was there in Q4 last year also. Then why such issue this year?
And, in Q3, many construction players outperformed in the same region.
I will ask these questions to the management if I get a chance. These seems to be excuses.
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