If I am not mistaken, TARIL is one of the customers of Jaybee. So, it sounds like going forward TARIL will source from Posco (acquired company)??. If so, what could be the impact to Jaybee then?
I donāt think TARIL is a major customer of Jaybee, as its name is not seen in any of Jaybee investor presentations. . I think TARIL was buying mostly from Posco Poggencamp which they decided to acquire as a backward integration. So this transaction should not impact Jaybee directly.
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I came up with TARIL from their recent investor call (I may be wrong). Also noted from their call is few unlisted and unorganized players as their major competitors. Apart from this, Vilas Transcoreās (Listed) expansion is gearing up for supply to higher KV class transformers.
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Sir, I want to know how JBLL process crgo steel to remove impurities and maintain quality standards of crgo steel for making its products. As this processing of crgo steel is most important step to differentiate JBLL from other small player in same business. Pls give your valuable insights on this.
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They donāt manufacture steel. They just process it (mechanical processes like slitting, cutting, sizing, maybe some coating etc). So JBLL cannnot remove any impurities in steel
Please see their manufacturing process as below
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Amba enterprises is one more player in listed space but from the OPM margin they seems to be more in trading business.