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Ujjawal Kumar Profile picture
Ujjawal Kumar
@ukumarbaja
WealthCulture; SEBI Registered Research Analyst; Passionate about Equities; Ex- Investment Banker; Education: NIT Surat & IIM Shillong
May 18, 2022 • 5 tweets • 2 min read
Apparently the premium valuation that Adani is paying for ACC & Ambuja, the company will have to make EBITDA/ton of Rs. 2000 to make double digit ROCE. This is almost double of the Indian average and hence it kind of makes sense for Adani not to go very aggressive on pricing in order to corner higher market share.