Aditya Vison .The accounting concerns raised were more of noise well answered by Mgmt in last concall & transcript posted in AVL thread .
Some high quality marquee investors like Ashish Kacholia who doubled his stake in last qtr to 2% , Envision PMS,Sameeksha , Stallion, East lane capital has invested who invest only after doing good homework.
Co execution has been great in under penetrated hindi heartland where demand & aspiration level quite high after increase in electricity availability. valuation still reasonable. Disl Invested & biased.
PPT & Concall transcript enclosed for benefit of VPers
CONCALL TRANSCRIPT JULY 23.pdf (1.4 MB)
AVL NOS Q1 FY 24 N PPT.pdf (2.8 MB)
Plz
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