Hi Harsh,
Thank you for sharing the notes on the AGM, answered many queries in my head… I was going to take a position in this company, could still ignore the pollution case as vendetta politics but the Jan 2023 fire completely gutting one of their manufacturing units in Andhra Pradesh stopped me from taking a position here…
Did they not talk/no one questioned them about that incident, how it impacts them, the responsibility factor, or is it something very minor…they claimed losses of 450 odd crores with the insurance co.
I was wondering if you could share any information on that, or how you read it …
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