Hi,
Have been assessing this company since the past few weeks. PS: I had never seen this company. I had a certain doubts around the company?
Q1. What would be a good holdco discount for Ethos
Q2. If the manufacturing facilities for dials/ hands/ and belts are in India, are the parts then exported to Switzerland and then imported back as a finished product?
Q3. Have the EBITDA margins in standalone peaked out at 21%?
Q4. What was the other income of INR 201cr for standalone in FY24?
Q5. I do not see much room for growth through Ethos as it’s a distribution model, does anyone else have a contrary opinion?
All are personal questions, just an enthusiast. Thanks