Your post contains very less details about business.
Can you please throw light on how much of revenue contribution is through exports?
What makes investment philosophy better than nilkamal?
This industry has numerous competetors nilkamal, national and many local players. So would be company be able to have pricing power and are their products better than others.
The last year price run up is because of overall market sentiments. How can it sustain in bad markets? Also there seems to be no margin of safety here.
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