Cosmo ferrites – bet on growing electronics and EV theme

Export for soft ferrite is stable and good till August 2022 as seen from the link below…
https://tradestat.commerce.gov.in/meidb/brc.asp?ie=e
https://tradestat.commerce.gov.in/meidb/default.asp

HS code : 85051110
Other HS codes which can be useful : 85045010 , 85049010

TDK Japan is a large soft ferrite player but it has many other businesses and can’t be compared.
I am not aware of any other listed pure play soft ferrites co.

Management – we can trust. Not found any red flag in either cosmo first or cosmo ferrites.

Yes, a bothering point is fluctuating price of final products co is making.
So how will margins swing, not sure on this.
Import prices for HS 85051110 went down significantly , but surprisingly export prices are firm and above import price in August 2022 !!! May be china +1 is playing out here. Lets observe the trend.

Thanks