The Growth here has been Quite good on the Profits and the Revenues front. The Company is further going ahead with Capacity Expansions of further 60%.
The Competitors here are based out of China, UK and Germany where for all we know there are some or the other problems going on. Shivalik in the Midst of this is sitting at a very sweet spot to take advantage of such Opportunities. Being the Lowest Cost Producer with an Efficient Manufacturing Process leading to Low Lead times to delivery Stickiness within New Customer Base should be High.
I however had a Few Questions regarding the Opportunity Size and Growth here, It would be great if the community could throw some light on the same:
1- Assuming the Company has 12% Market Share in the Stunts Global Market the entire market size is a mere 1320 Crores. (Is that Correct). Further given EV’s have come into Adoption in the Developed World much more than India and Other Emerging Countries has the component Growth at a Very Fast Pace? Any Idea on the Growth in Market Size here?) Also How fast do you think this Industry is Growing? [There is no doubt that the Opportunity is Very Large but just wanted to understand the Near to Medium Term Picture]
2- Any Guidance that the Company has given with Regards to Growth and Margins for the Next 2-4 years? Given Margins have expanded substantially are they sustainable?
3- Possible Impact on Growth because of Issues being seen in US and Europe?
Looking forward to the Answers. Thank you in advance.
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