Sanjai Kumar of RailTel anticipates significant growth opportunities in LTE and Kavach segments, targeting Rs 5,000-6,000 crore orders. Expecting 30% revenue growth for FY25 with 18% EBITDA margin. Facing challenges in the RailWire sector.
Investors not inclined to ‘sell India buy China’ but to ‘sell India buy USA’: Samir Arora
Samir Arora cautioned investors not to get overly excited by CLSA’s increased allocation to India. He believes that investors were shifting to the US, not