Sandip Sabharwal suggests that auto, consumer durables, infrastructure, and capital goods sectors, previously subdued due to elections, may see a revival. He expresses concern over platform companies’ capital allocation and the lack of moat in quick delivery services. Sabharwal notes muted cement volume growth and high valuations in the EMS space, making it difficult to find value.
PRISM’s IPO filing mentions Zostel case, CCI investigation
In its UDRHP-I filing to Sebi, the company any ‘adverse’ outcome in legal proceedings involving Zostel may materially and adversely affect its business, reputation, prospects,