yes you are right, but capacity is planned to be increased to 2.5 times existing capacity, and the 10% cap arrangement is not forever, they will change it once there is decent operational performance in the company ( it’s just not logical for ambuja to continue with this strategy, it’s much better for both shareholders and ambuja if sanghi alone can be a 33000 cr company in a few years), Difficult to be pessimistic on the stock at these prices given the future scenario and macros in cement sector rn. Disclaimer : invested in the stock.
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