Disclosure: I had only investments in one company Uttam Sugar. Had shifted to it from Renuka in Mar/April 2023 after holding for a year plus there. Have fully exited Uttam Sugar post Q3 results. Our field reports suggest there is some trouble ahead this year for Uttam Sugar in its mill areas. crushing/yield will be affected. Anyone invested in Uttam Sugar, please do your own diligence.
Every time I think I have understood the variables somewhat to like 60% competency levels, something our of the ordinary comes – this time the Govt policy intervention totally spoiled the sentiment curve. And actual production is not bad in KA, TN
just to complete the sugar-cycle experience in this cycle (for myself) – I have thought of getting into Triveni Engg – as it’s a better risk-adjusted bet – but haven’t yet taken action on that front. Will update if I do. My sugar expert friends invested in Triveni Engg have stayed invested.
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