Fan Site: Inspired, Not Endorsed, By Rakesh Jhunjhunwala

Nomura on AIA Eng
Buy, TP Rs 2795
Moderating cost strengths suggest EBITDA levels can sustain
Significant dips in ferrochrome & logistics costs
However, expect realizations to moderate, as benefits of lower commodities are gradually passed with a lag of 1-2 qtrs

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Disclaimer: This is a Fan Site in Rakesh Jhunjhunwala's name. Rakesh Jhunjhunwala is not associated with us and is in no way aware, accountable or responsible for what is stated here. Further, nothing here constiutes investment advice for you to act on. Also, we have a vested interest, and are extremely biased, in everything that we say. So Mind It!