APL has a sizeable market cap now. They are purchasing raw material from Tata and JSW. What is the entry barrier in this business which prevents Tata or JSW to play aggressively in this segment.
Will Tata and JSW sit quietly watching APL to grow further 3 x from here…
How much more can be upside for APL…
Can this be an anti thesis…
Disclosure: Tracking for analysis…
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