As per my understanding, SSWL is big in OEM sales and very less presence in after market, hence sales increase is less, almost in tandem with automobile sales. However, Enkei is big time into after market sales and hence higher sales. Also, scope of margin expansion will improve for SSWL if they establish themselves into alloys. It needs to be seen how they venture into alloys sales, through OE sales or focusing on after market.
Disc: Not invested.
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