Disc : Trimmed CG Consumer products.
Bought tracking positions in Dodla Dairy and Akzo Nobel India.
I am hoping for a turnaround at Akzo Nobel India. Sunil Singhania’s Abakkus fund also bought into Akzo Nobel 2-3 days back after meeting the management.
Dodla Dairy – the financials look good. Margin pressures in Q1 should get resolved in Q2 as the company has taken some price hikes. Plus their African subsidiary is performing really well. Plus the share of value added products like Curd, Lassi, Sweets and Flavoured Milk is inching up with every passing year. Currently at 32 pc of overall revenues.
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