Mayank portfolio

Hello Mayank,
Thoughtful portfolio construction what is your theses behind Jublient agro can you brief me please
adhesive play? already pidilite is market leader and Euro is there you think jublient will take some share from them?
and also you are bullish on there agri and polymer business(expecting uptick after US tariff saga gets over ).. Brief me in details

Thanks

after demerger i am not going to hold agri business,I like their adhesive business they are doing quite good with their brand jivanjor . I am from MP i recent saw ( already pidilite is market leader and Euro is there you think jublient will take some share from them?)they are doing it. In my check they are available on almost every store.And due to my carpenter i also have to use it :sweat_smile:.

I can’t recommend anyone but if I want to buy I buy after demerge.

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