I see there is a shortage of CRGO the main rawmaterial for Transformer… any update when imports are getting restored…?
Agreed but I doubt that they will be able to repeat even 93 crores in Q1 due to strike which lasted more than a month, it might hamper Q2 revenues as well. But on full year basis I am expecting revenue of 800 crores on conservative basis with margin above 15% due to operating leverage (700 crores of orderbook to be executed by FY25 + 100 crores of new orders to be executed this year itself). The company has capacity of 10000MVA and assuming realisation at 10 Lakh/MVA it has revenue potential of 1000 crores at full utilisation, which also can not be ruled out given the unprecedented demand environment.
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