Today I heard this about news on CNBC news channel. One of the analyst was mentioning that this could be a big trigger for Aurobindo , he mentioned that its a 15000 tonne capacity plant and India’s total yearly import is also 15000 tonnes. Is anyone in forum tracking this and confirm how much impact it can put on PNL and margins. Can it be a big trigger (I dont trust TV analysts much). Currently stock is trading at 21-22 PE and looks fairly valued.
Disclosure: Invested since 2015.
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