Hi @ayushmit … not negatives but a couple of concerns i had on India Pesticides were:
- substantially increased realizations in the last 2-3 years without commensurate capacity increase – so how much is this driven by the agrochems price increase vs volume increases?
- could the realizations drop with inflation getting in check?
Any thoughts would be much appreciated.
Disc: invested from slightly higher levels.
Subscribe To Our Free Newsletter |