Sir, I took some exposure in BIL last month. However, I guess the trigger will come once they renew the agreement with Tata Steel which was due in Mar ’24 but discussions are still to be concluded. The reason I couldn’t take big exposure was their over reliance on Tata steel. There JV with SAIL is very small. They have again ventured in B2C (earlier business closed during covid) but management has clearly said it will be very small part of the business. So sir, based on this business information, what gives you confidence in BIL?
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