Hey I am on Medialย โขย 1d
Indian consumers aren't stupid..they'll buy what works best for their money. Kelvinator was literally a dead brand before this, nostalgia only goes so far when your fridge breaks down. Plus Dixon contract manufacturing? That's not exactly a moat, any big player can tie up with them.
ย โขย
Dexter Capital Advisorsย โขย 1d
Deepdive: 99.99% of the people donโt know that Relianceโs purchase of Kelvinator is the last piece of a meticulously constructed fortress designed to dominate India's refrigerator and washing machine market ๐๐ It has silently established end-to-en
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