Hitesh bhai, what’s your take on the whole ‘Decadal renewable’ theme? Valuations have gone up through the roof in Waaree, KPI Green, Oriana (new kid on the block) and their ilk. Some of these are hitting UC’s every other day and seems to have priced in FY25 earnings already. I’ve stayed on the sidelines and just watched them zoom for the past 6 months but the story just doesn’t seem to end!
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