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#Syrma #Kaynes #Dixon #PGEL
#EMS market is set to grow at +30% CAGR for at least next 5 years from ₹1,469Bn to ₹6,000Bn by FY27.
🧵 on some spl. business insights from Q3FY23 concall & other sources
@soicfinance @ishmohit1
1 can't miss this decadal opp.
Retweet♻️ & Like👍
#EMS market is set to grow at +30% CAGR for at least next 5 years from ₹1,469Bn to ₹6,000Bn by FY27.
🧵 on some spl. business insights from Q3FY23 concall & other sources
@soicfinance @ishmohit1
1 can't miss this decadal opp.
Retweet♻️ & Like👍
There are 2 models that business generally follow:
1. Low Value High Mix (LVHM) - eg. consumer
2. High Value Low Mix (HVLM) - eg. Industrial
This data suggests both type of businesses are set for long-term high growth.
1. Low Value High Mix (LVHM) - eg. consumer
2. High Value Low Mix (HVLM) - eg. Industrial
This data suggests both type of businesses are set for long-term high growth.
This is a crowded space with Indian and large MNC players. However, the industry as a whole is set to grow exponentially and established players who can achieve scale & offer wider capabilities stand to win bigger + mgt. are saying they are just scratching the surface ryt now.
