Hello All,
Thanks for Gokul Agro overview.
Thesis points:
- Promoter is buying stake.
- Reputed Clients
- Daily using product.
- Working capital is efficient.
- FY22 Expansion is ongoing
Anti-Thesis:
- Less OPM margins(if they are working on good scale). Building moat like Hindustan foods & Dixon.
- They want to grow as brand but there is no concalls/ppt looks strange.
- How much they are investing on advertisement as well?
I would like to know more Anti thesis points on Gokul Agro Resource. Kindly let me know.
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