hi guys,
new to this thread. Have couple of queries to understand this business:
1) How easy or difficult is it for customers to change a supplier (switching costs)?
2) Currently, growth of topline is in question mark big time (i believe). On one hand IBB is a mature product and shall face declining profitability. While, ATBS is facing headwinds because of crude price fall. Any idea if company has got any in-house capability to produce new hit products (with sales potential enough to make a difference to topline)?
3) They claim to be lowest cost producers, is there anything apart from backward integration contributing to this?
Thanks
Rajat