From the investor ppt, fractionation plan processes raw materials. From the process chart in one of the AR, it is the last step before the finished product. If this is the case, how can this ease out the inventory situation? The bottle neck is at the collection of raw materials due to its seasonality.
Also, if you look at the inventory pattern, finished products is around 50%, and remaining is raw materials. Even if fractionation plant comes up, and increase the finished products, their finished products are still piling up in inventory.
I have not read up in detail though, if @nikhil_chowdhary or anyone else has more insights, please share. Will they really be able to improve inventory situation considerably? or the model inherently cannot go beyond some level of optimization?
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