Over here we are assuming that Paint is perfectly rational product (meaning; consumer compares price and features, and hence conclude which product is superior. This is a false assumption. And hence, fear of price/margin pressure in the industry is unwarranted. Infact; I did price comparison of APNT, BRGR, Indigo (attached image of the same), and figured out that there is no price-challenging strategy being used by Indigo to win APNT and BRGR market share. This industry is immune to pricing pressures, historical evidence both in India and Globally proves so!. Enjoy being investor in APNT, BRGR. There is zero risk!! …infact, newbies must obsess about creating institutions (focused on culture) rather than obsessing about business-activity (promising capex and creating and selling products!).
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