Concall is the next logical steps… key questions that I have:-
- New product launches (overreliance on Indri makes me uncomfortable) in Vodka & Gin segments
- When do they expect Camikara to hit stores in a big way. If i’m not mistaken they couldn’t recover reasonable number of bottles in the first production run.
- CSD canteen happened when – basically when can we see the numbers trickling in topline & bottomline
- Reason for ethanol capacity expansion? Why are they expanding in a cyclical, low margin business? I understand part sugarcane maybe needed in Camikara rum but that won’t be a huge requirement & doesn’t need backward integration
- Their views on how Indian single malt market is growing, etc and how do they view the competition
- EBITDA margins from Indri & Camikara or gross margins – gives me an indication of the operating leverage in play
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