listen to Cosmo concall for the details. We have to understand that whatever companies say, this specialty is something which we have to take with a pinch of salt. What is specialty now, may become commodity in 12 months. There will be some films which will have higher spread, but generally they are a small percentage. What one needs to find out is the blended spreads. We also do have to understand that in this business, 20% EBITDA margins are not sustainable for long time. I think margins will shrink more.
Not commenting on any stock. More on the BOPET and BOPP industry.
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