Hi
Thanks for a conscise summary of concall.
Few things i am trying to understand
- Company doesnt seem to have any pricing power. It seems most of its product are commodity in nature and customers are guiding the terms.(both product price and offtake.
- Company says isostearic acid is high value items. However it also says sales will not be increasing due to this product. How can a product achieve more than 15/18 % ebitda (existing 11%)on same raw material and same sales price?
Please share if you have an understanding for anove points.
Thanks in advance.
Disclosure:-under watchlist . Studying for potential investment. My views are not to be considered neutral.
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