As per my opinion they have made one of the best decisions by not entering into it type 1 cascade & have following points to support it:
- Time Techno has expertise in Polymer & Composite wherein Type 1 Cascade doesn’t have any of this, is purely made from Steel/Aluminium.
*Type 1 Cascade doesn’t have any moat, it’s very commodities business where you don’t any control over margin, just check margin fluctuations of EKC who has more than 50% market share of type 1 Cascade.
*Time Techno have risen well beyond rivals by concentrating on composite cylinders at an early stage wherein type 1 manufacture still figuring how to crack type 4 cascade.
Disc- Invested & Biased
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