i attended concall today it was a long concall stretched over 45 min with lots of questions
Saudi is approx 2mn tonne market ,top most priority
Entered new markets
red sea issue impacted growth and margin both, issue is expected to be resolved in 1 2 quarters
cuppa rice growth has been disappointing
Rest portfolio of RTE doing good
core buisness doing good in USA capacity doubling this year
Currently not passing rising input cost, next qtr input cost will be littile higher than current qtr
kari kari sales doubled
ready to eat not doing well india , ready to cook expected to do well
Uk is 1bn dollar market .uk revenue will be addition to current europe market revenue
Margins being stable as compared to krbl because brand power
.intrest money will be received soon (i am expecting in this qtr)
.dawat jasmine next month launch india
This story is unfolding nicely but growth will be in similiar 15 20% region for 1 2 quarters in my opinion
Good thing is company focusing on middle east
The growth like FMCG may come in 1 year
Lot of things have started in process
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