Admire that being in learning phase you held on to the IPO investment till 718 and also prudently booked profits when you saw exuberance.
I think market is factoring huge revenue increase for Adani Wilmar (sector leading) for multi years along with margin expansion. If the run rate of revenue increase continues and margin expands significantly, market may prove right so far…
In this result, what was not so positive for me that the overall revenue growth > revenue growth of Fortune (high margin foods) portfolio. Could this be a one off because of global edible oil situation, I dont know…
Disc: Tracking, no holding till now