SKM Egg Products – thinking out of the shell

Some of the interesting snippets from Care rating report. Also, adding the whole report at the end

[From the information on Annual report, the contribution of sales asia, africa and gulf countries likely to increase going forward]

Market cap ~ 1,000 Cr.

Link to the rating report from Care – https://www.careratings.com/upload/CompanyFiles/PR/202307140711_SKM_Egg_Products_Export_(India)_Limited.pdf

Cooling of Eggs prices in global market might mean higher competition for the company in its market. That may impact the margin. But at this point this is just my speculation. There is no word from management or any experts that I know of.