'Key takeaways
Reve 32.9 crr. 34%yoy flexible packaging industry drove growth. Metal logistics cost increased
Rmcost(steel and polimers) increased substantial along with logistics cost hit the EBITDA margin.
Pending order 100 crore plus orders and all are fixed price contracts. Normally the lead time is about 4-6 months for the company. Entire order book is on current price and thus factors in high material cost.
Expect demand for flexible packaging to continue at current level and thus the demand for the products of the company.
Lamex is a series of machines and it has various applications. Introducted machines for woven packaging industry. So products for new applications are introducts.
Looking at markets in CIS countries and eastern Europe. The company is back in Latam market once again.
Prices are already passed on. But the prices of polymers, metals and electrical/electronics are expected to take another two quarters to s...
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