This is kinda being made out to be either-or discussion past few days. An industry which has grown > 50% in recent years and will continue the trajectory, has plenty of room for multiple players. Just imagine Indian IT service Industry in late 90s.
In my view when it comes to skills or the kind of work these companies do, it wouldn’t vary drastically. Even if it is different, the clarity to average investors would only emerge after a certain scale when companies start defining a more formal structure with clear distinction of verticals along with revenue breakup, future plans and so on.
In the beginning these companies are small and subjective monoliths.
So if you are convinced with the future of this industry, do invest in both if you can. If you don’t have money for both due to their ticket size, pick one. If you are a beginner and can’t risk 1-3 lakhs in one stock, wait till they move out of SME board. Liquidity would be a problem till then.
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