PI Industries - Superior Business Model

some important points from it and CNBC interview management gave.

  • China already has some capacity.
  • Patent expiring in 2025 and beyond in different countries at different time. China patent has already expired.
  • Rainbow Agro is third largest pesticide company in China. It should take some time to put up plant and stabilize it.
  • PI has very diversified portfolio. (broker report seems to suggest that it is still has sizable position)

As per PI Ind and other broker reports Pyroxasulfone still in growth phase, even chart suggest that.
image

there must be many partners making it for Kumiai?

Disclosure: invested