Looks like the business bottom is behind us. Chesnut Ridge facilities coming onstream should lead to operating leverage in the next few quarters, and if the pricing pressure continues to ease, we can see big improvements on low base in Q1 FY23. Any clarity on what s happening with Stelis will likely improve perception further. At one time sales, looks like good risk reward IMO.
Anyone attending the concall, please do share a brief of the discussion. I am at work and will have to skip.
Invested and biased.
Full portfolio Vineet Jain portfolio