I hope you do not go overboard with your Lasa investment. If you are a retired person, your risk taking ability is probably less than mine.
As I have clearly mentioned, there are a few things I still have no answers to. For example, I do not understand their capex numbers (given by earlier Omkar Specialty) for the plant(s).
I hope they show similar topline in Q2 as they did in Q1 and similar EBIDTA (24-25%), as they have claimed. I have no clue what PAT they will have because apparently, interest costs should be lower in Q2.
Also, I have a technical query to CAs in this group: in Q1, they showed some deferred tax reducing PAT. Is the quantum of deferred tax somewhat discretionary or do they have to follow exact guidelines? If the latter is true, the deferred tax should not change much from Q1.
All in all, Nagaraj sir, please do not treat Lasa as a buy and forget scrip. Do keep a regular check on its numbers and other developments.