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:
- The Indian Pipe Market
- About the business and Earnings Triggers
- Optionality: Hydrogen Gas & Carbon Capture
- Quick Peer to Peer Analysis
- Valuation & Key Risks
Hope you guys enjoy it and do let me know your feedback. :)