Questions from my side
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Vidhi says it is the lowest cost producer (probably because it is in India). What stops other players, especially Sensient to produce from India
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Company says it wants to target 500 crores and 8400 MTPA by 2020. Since u mentioned Industry is growing at 5% only, this good growth can come only at the expense of taking market share away from leader. Do you think market leader would give away such a huge pie (almost 30% of its share) just because it is not producing in India.
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Why is there such a huge gap between Sensient and Roha. Is Sensient’s product and management so superior to command double the size to next competitor. If it is, how come it is not addressing question asked in Point 2
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