Awesome Work Dhruv Bhai… I attended their investor presentation via Tiger Conclave today. They mentioned the same points on a high level which are beautifully articulated by you. Obviously the said their side of story, which looks appealing but you have given a more rounded view from an investor perspective. Hats off to you for your detailed work. One thing from my side based on their response on competition, they mentioned LnT as their competitor not Wabag or EMS as both these companies are not into what they call as Bulk(river to reservoir) business. They are into waste water treatment.
Also out of curiosity – how can anyone set an alert, when a company does a conf call for the first time?
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