Hi Dhiraj,
Regarding the market price for end product, one of the reliable source i could find is zauba. It shows 46/kg as rate for imports and i think the duty of 47% is above this price. I am also scratching my head on the input raw material and price.
Same way you can check the lactulose solution price, it comes to roughly 3$/kg and 26% duty.
Another thing am thinking is, can we take a guidance of lower than last 4 quarter’s EBITDA margins like 20% and see if the company still has value at current market price.
AR has hardly any information so it’s been really difficult to get more details on raw material pricing etc.
It will be great if we can find a way to reach management for more queries.
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