Sir, Do you still believe these numbers are achievable post the concall and management commentary?
You had assumed a revenue of 1071 cr. However management is guiding for a revenue of 850cr+. Even in optimistic scenario, it might not cross 1000 cr.
Also management has guided for the yield to be in the range of 2 to 2.2%. Assumptions were it will go higher given the supply constraints. On top of that margin contraction because of lower margin EPC business. Would like to know your opinion and any change in the calculations if you have done them.
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