Could someone help me to understand the below. I was intending to raise this question with management during concall but I didn’t log into call due to some personal work
SJS claims that cover glass opportunity is a game changer for them and opportunity size is huge moreover no other company available to manufacture such product. I wanted to understand what is SJS Moat here ? If the opportunity is huge, definitely more companies will jump into this space to capture the market. And it doesn’t require huge investemnt as well.
So what is SJS moat here ? Is the technology complicated and no one can replicate it or they have got any copy rights on the technology ?
Dis : Invested at lower levels.