But how unique is the skillset is the key. I think there are many companies who have the technology and skillset to deliver high purity water required for hydrogen and semiconductor industries. In fact, Praj Industries has also bagged semiconductor client for high purity water. The one-off opportunity for Va Tech or Praj never got mentioned or discussed earlier which means the size would not have been big. It is therefore important to understand the size of the opportunity. Else combination of too many players and not so big opportunity will lead to not so great value creation/wealth creation for the investors. No point getting excited too much without knowing the profit pool from both these opportunities.
One reply on “Wabag: Pure Partner”
But how unique is the skillset is the key. I think there are many companies who have the technology and skillset to deliver high purity water required for hydrogen and semiconductor industries. In fact, Praj Industries has also bagged semiconductor client for high purity water. The one-off opportunity for Va Tech or Praj never got mentioned or discussed earlier which means the size would not have been big. It is therefore important to understand the size of the opportunity. Else combination of too many players and not so big opportunity will lead to not so great value creation/wealth creation for the investors. No point getting excited too much without knowing the profit pool from both these opportunities.