- APL apollo business is of gross margin of 12-15 %. So 85-88 % of APL top line is part of Tata/ JSW.
- Vertical integration by TATA/ JSW of APL product will only add 12-15 % of Tata/ JSW existing revenue.
- APL is enjoying high ROCE because of better asset utilization, high efficiency, better planning/ marketing, use of new technology and working capital management and many patents.
- Tata/ JSW will also have to increase the penetration of distribution/ retail etc.
- APL is further reducing the normal structural material and keep on adding value added product.
- Raipur plant will only add value added product and that is first in India. No competition.
| Subscribe To Our Free Newsletter |
