I think given the lofty valuations there needs to be consistent YoY EPS growth to justify the same. However management commentary during con-call was very strong and bullish, and he is calling out possible upswings in H2. Hyundai contract will add to bottom and top line from next Q and he is saying A&M lumpiness might show large improvement in Q4. I am using the current fall to add to my position I remain very positive on the stock in the long run.
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