Question –
What is the key Differentiator between the Company and it’s Competitors and who are those? (Also how does it positions against unorganized sector i.e, Major problem)
Why are asset turns so ridiculously high? Almost 14x? the decorative wood segment company has 4x at high end. the company has to undertake trading there is no way the company makes 7-8% margin when their supplier makes 18-20% margins
There has to be a key differentiator in the business which makes them stand out, i fail to see that the business is more commoditized i think so hence there’s no large moat
Mind you – I’m No way against the company nor it’s ability to grow. I know several Lage names have entered the counter and they are pretty damn smart than me. but i fail to see the differentiating factor or earnings catalyst here other than the fact that company becomes lowest cost producer through some way like Stylam Did in Laminates space
lowest cost producer through some way like Stylam Did in Laminates space
| Subscribe To Our Free Newsletter |
