It’s on days like today where the lack of information sharing from the management in terms of the absence of concalls hurts. The share price seems to be correcting on regular profit booking, but it is difficult to muster the conviction to add with such little information available and build a large position.
Did anyone attend the AGM? I was logged in but also had work on the side so couldn’t pay full attention. There were discussions around the international and India businesses, and the management spoke of 15-20% volume growth on a consolidated basis. They spoke of how they have exhausted the penetration in the US, and future growth there will come from increasing the share of wallet through introduction of more frozen products.
Anyone else having any more information, please do share. Still trying to understand the longevity of the India business and it’s unit economics.
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