Hello… I have some questions… hope someone will help me
- What is the moat of this business? Till what I could understand, its moat was its backward integration, thus it was able to offer lower pricing and had less risk of raw material price hikes. But if there is such high market opportunity (upwards of 200cr as indicated when the management guided for doubling revenues in 3y) then why don’t other players eg. Natco perform backward integration? (Natco has 938cr in cash and investments as compared to Beta’s 20cr)
- The company’s model for APIs seems fairly copy-able; what is the moat for that and how is the company able to sustain such high growth in API? What am I missing?
Forgive me if my questions aren’t valid… this is my first post 
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