Good results.
Impressive QoQ and YoY increase in revenue, ebitda, and pat.
~2.5x YOY growth in PAT - value addition gaining traction.
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To anyone tracking this company. When the company mentions value added to be increased to 50%. Exactly what does this value add comprise of? Is this the new application in construction business that does 5000 odd ebitda/ton. Or just higher grade core business products. Company never expands on this side.
Have highlighted below the products which would give higher EBITDA/ ton. There is a lot of scope for improvement, if you compare with APL, and they are on the right track.
Volatility in steel prices could play spoil sport so suggest watching out for the same.
