Of late, my evaluation says,
Fermenta doesn’t have any pricing power.
I am now considering it as a pure commodity business.
In that case, being the top producer and having a unique production method doesn’t help.
The market price of its products drives the business.
Sadly, for the complete Fy23… I see no new actions by the management, no patents, no new formulations…nothing is talked about in their presentation or concall.
It’s like they have been sitting ducks and hoping for the commodity price to increase.
Disc: Exiting it completely
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