I’m also invested in the comp. since 49 CMP. 
I am slightly concerned about 4 separate businesses the company is trying to push forward. In the recent investor meet, the question was raised on this regarding how they plan to run 4 different business verticals with the same funds and then plan to become global top 3. I wasn’t totally convinced by his answer that some years some business will be pushed based on the conditions.
I don’t expect them to become top player in all those business and I think they are kind of hedging their bets. They are not married to a business rather the goal is to become a large player in one/more of these businesses.
I wish they’d start reporting the numbers by the business for more transparency, probably this is a question/request to be raised in the next concall.
Disclaimer: I am invested and biased.
| Subscribe To Our Free Newsletter |
