I would say that the understanding of cotton cycle would be their moat instead of hoarding cotton. And share of Knitted fabrics could be less than the ratio of turnover for last year. Knitted fabrics would be mostly manufactured on order due to the very same reason you mentioned. I think it is to optimise the various costs that the company is converting at a faster pace than they are selling. The company is seen becoming stronger after each cycle.
| Subscribe To Our Free Newsletter |
