Dilip Buildcon in the recent call looks like a new story emerging , the management in the May 2024 concall has mentioned about some new things , one thing that is evident is the intent to build db 2.0 , starting mainly with debt reduction , Expecting a reduction in borrowing costs with a potential credit rating upgrade in the coming year , it also has a lesser known coal segment which seems to be on fire and capacties seems to be exceeding what was expected
on the orderbook front , things remain stable for this year , as election is now behind us , and the stock is around 500 levels , where 5 year return is close to 0 infact lesser.
Things that make up a bull case ,
1)
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