Taril order book now at ~6,000 Cr. Q2 got affected by the monsoon – execution basically went on paid leave. Management still guiding 2500–2700 Cr for FY26 if H2 behaves. Infra veterans – roast or confirm?
Big question: topline 8,300 Cr by FY30? Grid backlog looks insane… doable or just another PPT dream?
Added in the dip. Now ~6% of PF. I’ve never had a Monday-morning hangover… but this drawdown must be what it feels like.