Seems post Covid it got opportunity to work with Private partners who were earlier happy with Chinese imports. With Demand Supply Gap it commanded premium as well same can be seen in Operational parameters and Working Capital , Inventory and debtor days.
Question is can they Continue the trend and become less dependent on SEBs ?.
Any new product in line to take legacy business to next level and improve OPM ?.
Fundamentally it’s a decent company but growth is what drives Market value.
Disc: Invested
| Subscribe To Our Free Newsletter |
