The maiden concall was quite informative. Key takeaways for me:
- Partnership with Adani Total and aggressive in PSU tender bidding
- Opportunity in the whole LNG ecosystem - not only in India but globally also through marine
- Raw Material pass through. Majority of the raw material available in India
- Investing through internal accruals
- New product development
- All the verticals has potential to fire
- Not cyclical but can be lumpy if we look on quarterly base. Don’t make YoY comparisons but rather look at whole years.
Detailed views on the business:
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