Company has received a demand for GST of 4.7 crores.
Have you also considered epack durable in your analysis?
the whole EMS space should do well. Voepl looked favourable vs others quoting above 100 PE
E pack sadly has a poor Q2 earnings wise. Top down the whole sector has been a great wealth creator. Most players are 150-200 + multiples. So Voepl and others below 100 PE look much favourable to me. But thats just my opinion. U can model the business via guidance. I assume e pack would have also given a good guidance.
60% of the stock Px appreciation is coz the sector does well. And stocks move in tandem to each other. So any pick should do.
Freezer space - refrigeration growth engine can sustain after this and could command a better valuation multiple
- Voltas channel inventoy is healthy
Sounds right for VOEPL too. Good summer season which got elongated plus recent annoucements to diversify a bit into refrigeration
Virtuoso ( Chota PGEL) - Additional PLI
Budget does mention around Toy Sector - Lot of measures announced to make India a hub of Toy manufacturing
As per Virtuoso concall they also do revenues from Toys
Budget - PLI - EMS