The allocation in my personal and across family pf would be roughly 11%, I guess. Coming to the anti-thesis, i guess would be only if there is a structural drop in their base tea and coffee brands whether it is in volumes or margins. As it is the rest of businesses are in growth mode but to reach sizeable contribution of sales and profits would take at least 3-5 years. So, this is key monitorable for me. Another one would be what is the growth % of the rest of the portfolio.
I would also sell if Sunil left for any odd reason and they do not get a good replacement. My Buy is very recent so i guess around 760 is the average price at which i have bought.
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