Mann’s Portfolio

Sales down more than 25% margins up 3x

Reason change in product mix,

EB business has high WC investments ROE on face acha lagega but not taking WC is huge mistake,

Instead Honeywell and Brand licence business even though has same WC cycle the margins being higher has high ROE considering investment in WC

Please go through the transcripts you’ll find better understanding,

Prime facie screener p no. Wierd hi lagega,
Dig deeper if possible😅