ACG is 50% of the market capacity is a fact. And Natural Capsules will be ~10% of the market capacity is also a fact. The answer to your question lies in P&L. It is the speed of machine (5 MCPD vs 2.5 MCPD) which will determine the costing.
Like I mentioned in my previous reply, lowest cost producer along with other hygiene factors will get the business. Since ACG is not just a capsule manufacturer, it is difficult to understand the comparable business profitability.
Vegetarian capsules is not a novelty, I agree with you.
Regarding the supply chain issues of Gelatin, in the western world this is an established industry with enough supplies. Temporary disruptions are difficult to call out.
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