When and where did I say, that my view is short term ? It’s a bit improper to pass judgements like “accidental long term”.
Anyway, coming back to Uflex. Business does face short term headwinds. Crude, stabilization of Asepto plant, input costs of paper, aluminium. There is always a lag element of these in the packaging business. So, this and maybe next quarter, results maybe subdued.
And I want to say explicitly, my views are long term in this business. As I view it as more and more as a packaging company, where share of commodity polyfilm business will keep on reducing.
Of course, these are views. Definitely, not any stock recommendations. One must do, what one is comfortable with.