Arjun Badola

Ratnamani metal & tubes: business analysis

Business analysis of a company which should benefit from various themes like China + 1 and Europe + 1 as companies & countries are looking to de-risk their supply chain and dependency for Oil & Gas, after the Ukraine War and COVID crisis. One such company is Ratnamani Metal & Tubes Ltd.

The blog covers the following:

  1. The Indian Pipe Market
  2. About the business and Earnings Triggers
  3. Optionality: Hydrogen Gas & Carbon Capture
  4. Quick Peer to Peer Analysis
  5. Valuation & Key Risks

Blog Link

Hope you guys enjoy it and do let me know your feedback. :)