Possibly few transformers might have got dispatched on last day of the month and payments may have been linked to LCs or something like that which could not have been encashed. Hopefully will get clarity tomorrow.
Market may be bit happy and disappointed - Happy because they reached 100% utilisation in Q4 itself - much ahead and Disappointed because there are no firm plans for expansion.
Let us see how the price behaves both before and after the con call.