Rain industries has done nearly 7500 crore of Cape over the last 2 years, betting heavily on aluminium. Capex cycle completed, with an EBITDA of 210...read more
Not a fan of Crypto, but it has compounded wealth over the last 10 years at massive pace. Seeing more corporate treasury adoption (Tesla, Marathon e...read more
On one side you have 6 Indian unicorns in a single week, raising close to $700M of cash. On the other side, Janet Yellen is warning of extreme conse...read more
That was expected given the situation, makes the current PE ~12 since it stands at about 4.6 currently. That is still not a bad valuation! Market has over-discounted pandemic into SRTRANS earnings in my opinion