Yup decent observation but there is one thing lacking here both TRIL and Shilchar have renewable exposure. Shilchar has 100% focus on renewable. Voltamp is not so much into renewable maybe that is bigger contributer to less momentum. Voltamp management is seems to be very wise.
When we talk about transformer shortage it applies to all kinds of transformers i don’t know the split of non renewable to renewable transformers but that opens them to a very big risk especially Shilchar they have all thier eggs in one basket.
22 carat shines more than 24.
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