The COVID-19 panic buying and hygienic product market has started unwinding now, we will see impact on all these stocks earnings in 2nd half. The Covid impact on increased work from home is here to stay (25-40% WFH) that will dampen demand in the business hygiene product (like offices, commercial complexes) going forward from what it was pre-Covid level. This business is highly leveraged with debt maturing in 3 year quite high.This may continue its multiyear downtrend for quite some time from here.
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