Just a side note.
Was listening to the Thermax concall last two quarters.
I am astonished by how clearly Mr. Ashish Bhandari speaks. He just owns up to the fact that in one or two projects how they missed up operationally because of XYZ reasons and takes responsibility for improper execution or planning.
.
I am not invested here but extremely refreshing tone. Hardly see this in many company calls. Most concalls the CEO or promoter explains away something because of external reasons but never take responsibility.
This is one company that i regret not investing in despite tracking for last one year. Was always put off by the PE and how expensive it was, and it just keeps going up.
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