Hi @joinjp2003, what are your thoughts on the cyclicality of this business and customer concentration risk? Also the Management expected higher growth but it wasn’t achieved (I think it 20% actual vs 25-30% which they said).
I have been following this company and built some position recently. Read your comments here and it re-enforced my confidence
I happened to have worked with the Company on an acquisition they eventually didn’t go through with. But the Management is quite aggressive in their projections and Mr. Dawar is a nice man to talk to!
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