Yes, I agree with @pahaaadi on this front. My 2 cents
- The co is still in development phase of it’s defense business and no signficant revenue is generated yet from this business
- They do have technical collaboration for this business. Which means they have some capability
- Currently almost all the revenue is coming from Industrial Fibre, Chemicals, Sugar (including alcohol)
Praveen
Disc: Very very small position. Plan to scale up as per availability of funds and opportunity to add
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