The capacity of a capacitor film will go 3x in next 4 years (may be 5 years). And the new line are of more value addition so the revenue may be more than 3x from here and the profits to be 4x current profits as per my rough estimate. So, I think it offers good 30%+ returns over next 4-5 years
My thesis is 200cr profit in FY 28 with P/E of 35, which would give me 34% cagr. Even Fy28 P/E of 25 gives 24% cagr returns
Disc: Invested and added in last 30 days
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