Tar's Portfolio and Information Attic

[vibhor_vaish]

@Tar Was curious about any change on your views on Jubilant Ingrevia’s court cases

Jubilant Ingrevia - Life Science Ingredients (LSI)

Thank you. Based on my limited search, the company does have a higher than ordinary pending litigation cases. Their 2020 annual report itself lists some 25+ legal cases pending related to pollution norms. Started going through conference calls, there are no direct questions so far but indirectly there are many cases where either plant opening was delayed etc. as they didn’t meet pollution control standards. Here is one, where their Nira plant was delayed. This is from June 2019 conference cal…

Since you recently shared your holdings , any change in views since above convo. Thanks.