Has the product mix changed already in Q1 sales numbers? I thought they are yet to start production for new products (HALS etc) and this margin erosion is still primarily due to core RM inflation. Almost all companies have reported lower margins on a QoQ basis.
Also about MEHQ & Quaiacol, even though Vinati or any other company plans to add capex, there seems to be good market for that. Clean Science just increased capacity for those two products in unit 3 by 50%.
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