Any data in isolation is a dangerous data. Compare it to the last year as well as various forecasts given over last year, you would undertand the point.
Look the track record , their previous guidance and actual results. They gave 3 forecasts last year, and failed to meet any of the forecast. Even the forecast given in February was not acheived in March. That shows the disconnect between the management and the ground.
Diversification is not all an issue. But how you manage different verticals ,that is the issue.
These aremotherhood ,generic statements. These kind of presentations are made by proffessionals, when companies don’t have clear plans, they start using acronyms .
Check what they are selling. If you sell what you bought just 2-3 years back or you built 2-3 years, back-that tells a lot about the management vision.
Take the names of AIs specialitty chemicals of the company from any distribuotr in your area and check the history on Google, you would get to know.
When one is biased , every debt:equity ratio may look good.
| Subscribe To Our Free Newsletter |
