@Sumit_K I forgot to respond to you, apologies for that.
I dont have a strong view that PML has weaker competence or strong. I will let my ignorance allow to hold both the stocks.
Just couple of things to counter what is given in Video – 1. Shunt accounts for ~30% of PML’s revenue. It means PML is currently substantial (~10%) revenue contirbutor to SBL. So I doubt that SBL will let such customer go by supplying to others.
- PML has broadly similar margins even after allowing for SBL’s similar margins on Shunts. This means either PML is able to charge its customers well due to its relationship with tier 1 suppliers or its other products are too good which have high margins.
We shall keep any eye if there is any weakness on PML.
Disclaimer: I am not a financial advisor and nor a SEBI registered Analyst. The content shared here is only for learning purpose. All the names mentioned here are for example and learning purpose. I may buy more, exit or partly sell the stock/bonds without any prior intimation.
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