Thank you for the summarization of the company. I am a long term shareholder, and have seen this company executed projects very well since 2007. Upto 2027, lots of capex is on the cards, and timely execution will be key to success to the company.
One area I have not seen anyone try to answer/explore, and myself not being very research analyst kinds i have also struggled to understand myself. Aegis works in a field that has a lot of govt breaucratic red tape for approvals, etc and they have done it well, indicating they understand how to deal with govt systems. I have always believed that govt needs to get out of this business of terminalling, logistics, etc which IOCL, HPCL, BPCL are doing, and privatize these. Maybe the next term (of Namo) might see some progress on this front. Q is, Will Aegis have the required balance sheet size, technical expertise, etc to bid for these assests when it comes online?
I understand, Its a big IF, and since there is no clarity, there is no purpose in diving into it. If anyone has visibility on this aspect, please share your views. Thanks in advance.
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