Please go through the thread where significant competitive analysis is done by Ganesh. Please don’t just post questions, post observations backed by data that would help the community and raise the standard of discussion overall. Multiple times in the conf. call the mgmt. has said that they don’t compete with China (also clear from Chinese exports of PTFE and other FP).
SRF commencing capacity for PTFE commodity grade bear little to no impact on GFL which has over 50 grades of PTFE for specialized usage and specific clients. Look at the journey of GFL and that should give an indication of how much time SRF could take even if it were twice as efficient.
Once again superb work @ganeshrpl
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