What is this news of Khavda cost pressure based on? Can you share any articles/links. My understanding was that post COVID they have changed their business model to where the client is responsible for payment of RM and they do not carry any risk of materials.
Additionally, since they will become almost debt free, thats close to 200 Crs that will get added to bottom line in addition to top and bottom line improvements from new projects. So what is the basis for saying muted growth for next few quarters?
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