Hey @ashwinidamani why market is giving so low valuation to Ambuja/Acc?
–Debt free balance sheet
–Strong Brand,Distribution,Strategic Plant Location across India,Experienced Management
–improving OPM,Utilization
–Yes Cost structure is little bit strch(EBITDA/Tonn is less wrt Shree but comparable with ramco)
and on other side Ramco & Shree are still at exorbitant price ?
–RM /Cost structure is one reason but such huge valuation Delta ?
Any other Reason?
