Also Heard Asian Paints Concall
I think Asian paints is becoming monster in paint industry and capturing and holding market share
They have already diversified in home decors , interiors and other stuff ( 4-8 different lines and services )
As per Li Lu , investors should think as he is running. Business himself
I Can see myself after Sirca is Maxed out in development of wood coating paints after 10 – 15 years
They Need to Start diversifying in these lines where Asian paints is already started diversifying
Sirca has done wall paintings , but it wouldn’t be enough to maintain margins at that future time
Sirca promoters need to enter in home decors and interior stuff once is wood coating is becoming. Stable or maxed out from wood coating
(Just my thoughts)
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