Okay so let me tell you one thing in bearings you dont have Order book
So please forget order book investing now in bearings industry dynamics is that you build capacity you offer OEM capacity after you build and slowly them ramp up production so no prder / mcap investing lol
However risk which no one has highlighted im putting the same down → red sea issue freight of container are 3.5x and Galaxys major revenue are on back of exports we can see EBITDA Margins taking a hit in near term
Subscribe To Our Free Newsletter |