I am researching on this company and have a few queries that I’m listing below. It’d be great if anyone on this forum has inputs on these.
- Does anyone have the breakup of how much revenue the company earns from sale of new machines as opposed to sale of consumables?
- I’m assuming consumables is a repeat business unless customers have cheaper sources in the market to acquire those consumables. How does the company ensure stickiness of its customers? (This can be a great source of economic moat)
- How many machines do they sell per year? Is that number growing? Additionally, what is their installed base?
In case anyone here is planning to attend the upcoming AGM, kindly put forth these questions to the management.
Thanks in advance.