Key takeaways from the above interview:
- MD Indicates that the demand scenario has improved a lot. This is corroborated by the 2nd point(below).
- MD indicates rough capacity utilization of about 70-75%.(much higher than 62% last quarter)
- He has indicated that Q2 will also be as good as Q1.
- 2nd half of the FY is always better than the first half as construction activity picks up.
- 90-100crores expected debt for next FY.
Risks are already highlighted in the previous posts.
Disc - Invested