There are three major risks associated with the Ganesha :
- China dumping and how anti-fragile they are will be proven by time
- Competition getting into huge scale with rPET manufacturing.
- Realisation not reaching its full potential
The only “mild moat” is the scrap collection network.
Also brand building will be very important.
Positive surprises (wishful thinking) would be Indian government allowing import of scrap or restricting anti-dumping on China.
Overall, there is a natural tailwind and getting rewarded as well.
Additionally, Helios Flexi cap fund has entered in Feb2024
Disc: Invested
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