Some takeaways that I am permitted to share.
- Order execution in full flow
- Logistics booking being initiated for deliveries
- Weight counted in over lac-MT+++++……
- Bidding ongoing for new tenders Dom & Exp
- New orders in pipeline may be disclosed soon
- H2 may be better than guided/expected
For me, it’s my highest allocation already.
Invested, bullish, not biased.
Please DYOR before investing. Do consult financial experts.
Ps: if my thesis is proven wrong, I have no qualms in accepting, learning, and exiting the company. I invest on management depth, market leadership, sector growth & demand, etc. My holding periods a long, and I’m alright with drawdowns, as long as corporate & business hygiene is intact. NOT an expert, just a dreamer
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