Ranvir’s Portfolio

Your observation is bang on. Let’s say the West is witnessing a slowing construction mkt

Carysil can still grow in two possible scenarios –

Fresh construction may be slowing, renovations may be rising

Or …

Mkt share gains at the expense of competitors in an otherwise slowing construction mkt

The proof of the pudding is in the eating ie results in case of Carysil. So… I would say, lets wait for Q2 results

I hope I am right. If not, I ll sell