Currently I am not overly positive nor highly pessimist on the company and hence have invested only 0.50% of my portfolio. I will wait for Q4 results and take a call accordingly. However I feel the pros outweighs the cons at this stage to the extend they have declared in public domain.
If they do manage to substitute clients imports into their sales, I believe the growth can be above 20-25% for the next 2-3 years at least.