Good to see some activity on this thread. Have been holding Vinati for ~1.5 years now, very little research material available - no con calls, analyst reports are tough to find.
Though the company has been reporting good bottom-line numbers since last few quarters, price has been going down for last 6-8 months. Went through the Annual report, didn't find any negative.
Top line has been coming down due to RM price pass through but it will be good to see the volume trend if we can get it disclosed by reaching the Investor Relations desk of Vinati.
Disclosure: Holding ~10% of portfolio for ~1.5 years.
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