I had some questions for MO regulars, if you could kindly illuminate.
-
From recent AR, it appears that much of the revenue growth in MO comes from the tailwinds in the agrochem segment (more specifically, latin america and north america). I also own UPL and from their AR, the burgeoning demand in the americas is evident. Most of MO agchem products appear to be postpatent. My question is – what exactly are the competitive advantages of MO in existing products and upcoming products. Does UPL not make these products? If China + 1 trend fails, does it mean suppliers in china can outcompete MO? Are MO agchem revenues sufficiently geographically diversified?
-
In the pigment (blue and green), is there competitive pressure from China? What is the 5 to 7 year expectation of revenue growth in this segment?
-
titania production is a bold move for MO. If anybody has a technical know how, how difficult is this process and why is it that no indian manufacturer has succeeded yet despite the market opportunity?
| Subscribe To Our Free Newsletter |
