High though moderating dependence on the intensely competitive chlor alkali industry: The chlor alkali industry is intensely competitive and dominated by large players such as Gujarat Alkalis, DCM Shriram, Grasim, and Reliance
The top seven players together hold 40-50% of the market share. While Epigral has been growing at a healthy pace and new products will add to revenue visibility further, scale of operations remains moderate compared to peers.
from Rating report
sooner or later Supply glut will happen. No moat in holding for Long (imo).
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