Thanks for sharing your insights. I agree that the growth potential is a key concern, especially with the heavy reliance on Oral Care, which is indeed a mature segment with limited growth opportunities. The focus on smaller customers in the Personal Care and Beyond segments might help in diversifying the revenue stream, but it also suggests a strategic shift to compete on price and volume rather than on premium offerings. This could be a long-term play to build market share, but it may also slow down overall growth unless they can capture significant market share quickly or scale up operations efficiently.

Regarding pricing power, the company’s decision to maintain similar pricing despite the shift to recyclable packaging is intriguing. It does raise the question of whether they view this as a commodity business, where they must compete primarily on price rather than on differentiated value. However, their investments in sustainability and advanced recyclability could be a strategic move to position themselves as a leader in this space, potentially opening up future opportunities as sustainability becomes a non-negotiable for many clients.

It seems like they’re playing the long game, focusing on building relationships and volume rather than immediate margin expansion. This could be a defensive strategy to protect market share in a highly competitive environment. I’m curious to see if this approach pays off in the long run or if they eventually pivot to a more aggressive pricing strategy as the demand for sustainable solutions grows.

What are your thoughts on the potential for this long-term strategy to drive growth and profitability?

@luckbychance – The initial release of Camikara was from an experimental aging of cane juice rum. They found it good and worth launching as a brand. Aging of serious quantities of Camikara would have started only in 2023. So, don’t expect Camikara to hit stores in a big way until late 2025 or early 2026.

Re: Indri – My guess is that Indri is a blend of casks aged 3 years or more and younger casks. By now with production rate of 100,000 + cases per year the stock of older casks would be closer to depletion.
I expect a small slowdown in production rate.

Though I have invested in this share, my primary interest in this company is from the perspective of a
long term distillery industry enthusiast. I do not work in distillery industry but follow distilling industry news as a hobby.

Pokarna : Q1FY25 : Solid Margin expansion

US market is still recovering as per management. Even then Pokarna has expanded margins.

Hello Ashu Sharma,

To be honest, this strategy is best suited for those who want to start their stock market journey by making small investments every month.

All they need to do is to pick 5-10 fundamentally good stocks and keep investing in them for the next 5 years.