By Debdeep Gupta | 22 May, 2024
Short Call: Bulky order books a double edged sword, IT sector, JSW Steel, Aptus, Delhivery in focus
The market continues to be fixated with order wins, as can be seen from the upbeat reaction whenever companies announce one. A healthy order book matters no doubt, but right now the Street appears to be ignoring the fact that execution matters too. And if the execution goes awry, it will have an immediate impact on profitability. Blue Star’s Managing Director B Thiagarajan made this point a coup...
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