Thank you so much sir @Prdnt_investor for regularly posting on dynemic products, it’s really very helpful to get to know insights from you since company doesn’t do conference call & very very few things are get to know about company, it’s really helpful Thanks a lot sir
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Completely agree with the analysis…
It is a typical text book cycle being played out..
wherein BOOM PERIOD leads to Capex in the industry, followed by supply outstripping demand, reduction in realisation, increase in interest and depreciation and , resultant HORRIBLE looking P&L…
So, if data is the right indicator then it feels like cycle is about to restart again for DPL…
Further, if we look at valuation then it is undemanding and provides a lot of scope…
Lets see how it plays out…
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