The dependence of Pyroxasulfone on revenues of PI is significant, as available all over the internet. Management declining to provide the revenue share of this molecule was not good:
(1) Huge Headroom For Growth In Pyroxasulfone Market, Expect 18-20% Growth In FY24 : PI Industries – YouTube
However, we have to accept their assessment that the market is large enough to not impact PI on face value. We have to watch this for sure.
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