Antony Waste management is not the typical consistent compounder. The main characteristic of the consistent compounder category is the robustness of their cash flows and near consistent growth, besides a great business model. In case of AWL, not all these boxes are ticked.
AWL might be a growth story looking at the sector it is operating in, but I don’t track it too closely to be able to comment about its prospects.
@sanni_kumar I dont track Astral, Supreme or OPVC sector.
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