Investment in the ancillaries, or ancillaries of ancillaries-vendors of famous companies

[Nabendu]

Xpro India - getting bigger?

Xpro india is a small cap company with market cap of 800 crores. It’s part of Birla group with the leadership of Siddhart Birla. Company is a major producer of co-extruded sheets and refrigerator liners for the white goods industry and a sole manufacturer of dielectric BOPP films in India. It also produces cast films which are high clarity films including stretch wrap and cling, especially formulated films for medical disposables, hygiene films & other applications. Recent initiatives by Centra…

this is another ancillary of ancillary with a niche business and long tailwinds