Management has informed that there are pressures in sourcing CRGO sheets while the other management such as Shilchar informed that there is no issue sourcing CRGO material. TARIL has not expressed any difficulty in sourcing the material. Voltamp has seen the depressed results in the just ended qtr while TARIL and Shilchar have given bumper results. Voltamp is getting corrected while the other are in upward trend.
Discl: Invested in all the three while pruned some qty in Voltamp and increased exposure in the other two.
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