As far as I understood this, it is more of a commodity product and due to some recent disruptions, their have been shortages and prices are shooting up and prices should be tracked with hawk eye as the realizations are directionally proportionate to this.
Also, the industry itself is very small and growing at a low pace, so the only way any company in this segment can outperform the industry is by gaining market share.
And since we’re entering into a world where cruelty free products are slowly taking preference, it is only about the time some alternate comes up.
But biggest of all concern is price erosion, not sure at all if the margins are sustainable.
Started reading about it recently. Any inputs on this would be of great help.
Also, Indian Gelatine and Chemicals looks better since they also have USFDA, which opens up US access.
Disc.: Not invested, studying.
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