While we are focusing on the positives (and they all look good right now -very good order book, capacity addition etc.), I think we should also consider what can upset calculations here.
Can new supply from other CNC makers come in (most critical components are anyway imported and not made by any Indian player)? How long will the demand-supply mismatch sustain? If the demand/gap with supply starts tapering can a bigger player (e.g. Jyoti) withstand by lowering the price better than Macpower?
Just thinking from the other side.
Disc- invested.
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