S11E10: Stax Private Equity Case Interview - Portfolio Company Growth
Strategy Simplified
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The 35% Replacement Rate for Our Water Jet Portfolio Company
30% combined annual purchase rate is relatively high. It means that we're either replacing a lot of our existing equipment or cutting tools in general. That being said, the figures from last slide, there was no timeline so that could be well into the future. So what I can hypothesize out of this for our water jet portfolio company is that while the decline is definitely a fear just due to penetration from alternative methods,. This decline could be relatively slow due to the fact that the add or replace is relatively high at 35%.
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