As emphasised time & again, Management Q&As at VP should not be seen as Recommendations. These are reproductions of discussions with Management – where the accent is on understanding the business, the competitive intensity/advantages, longevity & sustainability of the business and the Managements preparedness/plans ofr the medium to longer term.
Newcomers to VP, please do not jump to any other conclusions. Valuations is an entirely different game and current Shilpa’s valuation look rich – especially as the next couple of years may be flattish.
Members also please refrain from requesting Entry/Exit targets (directly or indirectly) from other Members posting. SEBI Analyst regulations pretty clearly restrict that in public forums.
You might have noticed, as per Team VP Code of Conduct all above involved in the preparation and posting of Shilpa Management Q&A have disclosed details of their positions, and confirm that there have been no transactions in last 30 days (before the publication) by them. This will be a standard requirement of all Top Contributors at VP whenever they participate in creation of Stock Story, Management Q&A, Field Reports, or make any detailed post at VP
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