Ed tech won’t be a major part in overall scheme of things. Key factors to watch are there ARAPL RAAS which has no direct competitor as far as india is concerned. Grey orange is not focusing in indian market and its key markets include singapore ,EU and US. So as manufacturing activity gains pace in indian context, demand for more warehouses will boom and so will swell the order book for ARAPL. Key to monitor is there execution capabilities now. Its an 16 yrs old company now and they have witnessed few economic cycles now so hopefully they’ve learned from there previous mistakes.
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