if their is regulatory shift towards India based manufacturing, surely Macfos will pivot (afterall they are running a business).
in my mind, for their B2C biz to grow, TAM has to expand. Are their enough tinkering hobbyists in India today? will this segment grow over a period of time? need to be researched. Can look at how Digilink grew their business in US.
Disc: studying, not invested
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