They have the first mover’s advantage. Right now the dental supply industry is very unorganized.
Please go through their concall transcript to get more clarity. I am attaching few snapshots from their concalls below.
For new players to enter, compete and capture the market is not going to be easy.
It has already become kind of Amazon / Flipkart of dental supplies in India. Yes. Some big player can enter. But the market size is not that much massive and very niche segment. The amount of cash the new entrant has to burn will be humongous.
Again personal opinion.
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