GOKALDAS EXPORTS, SIVARAMAKRISHNAN GANAPATHI SAYS US Section 301… — Fundamental Analysis (Long term)

Fundamental Analysis (Long term)@fundamental3 · 45K subscribers Open in TelegramOpen

GOKALDAS EXPORTS, SIVARAMAKRISHNAN GANAPATHI SAYS

US Section 301 Tariffs Of 10% Gives Us A Level Playing Field & Zero Tariffs w.r.t Kenya Is Great

In Talks With New UK Customer Amid The India-UK FTA

Eagerly Waiting For The EU Deal To Go Through

Retail Demand In US & Europe Has Been Good, Orderbook Is Full Till Q3

Too Early To Predict Demand For CY27

Expect H2 Margin To Be Better Than H1, Expect H2 Margin At 12%

t.me/fundamental3/58910