@remonc Your question about competition:
In general my thought is, 'WHAT SHAILY MAKE WILL MAKE SHAILY ONLY" that is the way they are building up their relation with clients.
First of all we have to understand that Shaily is not a traditional plastic Moulding company. They are something unique in their approach. Shaily involved with their clients from the beginning such as Idea generation, product design, testing, Mold selection and till the end to finish the final product (In some cases for acquiring patents too). Very few companies in India providing that kind of complete solution to customers. It helps them to eliminate competition and will ensure them a long term contract with their clients.
Please check their last 10 years topline growth. Average 10 to 15% revenue growth for every year except one or 2 years. 32 crore from 2005 to 180 Crore in 2015.
Positive Biased always