The new capex should allow them to get into thinner films where the realisations and margins should be better. One can safely assume 3.5 X on revenue front with 5 pc kind of margin expansion on the EBITDA front ( from current levels of 40 pc )
My ballpark calculation would be – a topline of around 500 cr with EBITDA of around 225 cr from this ( Dielectric ) segment
Disc: these r just back of hand calculations I am working with, to be taken with a bucket of salt
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