what you are pointing to could be anybody’s guess (including mgt).
But the interesting part is management provided anecdotal markers like “Isreal counterparts are receiving calls and making timely payments”.
I think, this war could be a watershed moment for DCX where they get new opportunities to partner, but all that largely depends on India’s geopolitical position and how that evolves.
Disclosure: Invested, no action in last 3 months.
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