How sustainable are the realisations and has anyone done the demand supply analysis?
Similar question arises for ref gas realisations for SRF. Just an update on supply being added in PTFE-
Srf is commissioning a 5000 TPA Ptfe plant with 6000 TPA TFE (Backwards integration)+Have land for another PTFE capacity of 5000 mtpa.
Moreover, post the PTFE commissioning for suspension grades. Even SRF intends to announce capex’s for PVDF, FKM etc.
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