In my opinion both of them are too big to have an impact on their P&L in short run.
Posts tagged Value Pickr
Virat Crane Industries Limited (VCIL) – sure shot multibagger (19-10-2015)
1) I think, what Heritage is to Andhra/Telangana, Nandini is to Karnataka. Primarily, Heritage & Nandini are milk sellers (various types, UHT, non-fat, full-fat etc.) and of course they do value add sales as well like Ghee, curd. However, brands like Durga are niche Ghee sellers and are identified by customers as such (in future may be Paneer and curd as well by Durga). For example, Heritage has a very good brand recall in United Andhra (very famous Chandrababu Naidu's company!!!) but for Ghee, people generally opt for Durga (niche). High volume milk sellers may not concentrate so much on niche products. Having said this, it remains to be seen how Durga is received by Karnataka people. As per annual report, the initial response is good. If it gets real good reception in Karnataka, this state alone could provide huge revenues. The company need not think of other states at all!
2) Good that free sales were done as this could provide recurring sales 
. Once used to Ghee in food, people cannot go back as the taste is so much better.
3) Price increase smoothening out could be due to agreements with Heritage etc. for supply of milk at specified rates and quantities?
Disc - invested in Virat (Durga).
Virat Crane Industries Limited (VCIL) – sure shot multibagger (19-10-2015)
A similar argument for investment rationale is seen in Heritage foods,Hatsun agro. Heritage foods (AP based) too realised high margins from the value added products like curd,gee,panneer and has aggressive plans of increasing the value added products pie. They are in route to increase VAP to 25% of sales.
Though it's sort of a comfortable validation to see different companies focusing on Milk VAP , the competition will be fiercer in both new & existing markets. Companies like heritage / Hatsun are better placed to play it , with integrated milk operations and their own retail outlets (parlours) .
Dicl - Invested in Heritage foods
Payment Banking – Disrupting Banking (19-10-2015)
Interesting talk by Nandan Nilekani on this disruption topic.
Wockhardt – A story with twist and turn (19-10-2015)
Prof. Shivanand Shanker Mankekar has entered the stock with 1% holding showing in the sept. quarter shareholding.
Payment Banking – Disrupting Banking (19-10-2015)
Thanks Abhishek for summarizing the disrupting changes in Banking industry. There will many PSU banks which will go MTNL way. However, the larger banks like SBI will survive although they will keep losing the market share.
The real benefit of IT revolution seems to be coming now. Banking, Energy, Automobile are on the cusp of a major change and this time changes will be much faster. I even hope that the drug discovery cycle will be shortened and we will see new medicines finding cures for diseases who do not have any cure right now.
Piramal Healthcare (19-10-2015)
Update - I got a chance to speak to IR of Piramal Enterprises (PE). They clarified there is no cross holding between PE and Piramal Realty.
Payment Banking – Disrupting Banking (19-10-2015)
Any way to play this theme (payment banks) in the listed space?
1) Airtel
2) AB nuvo
Airtel is messed up with high foreign debt and African fiasco. Does AB nuvo + idea network offer a opportunity? Its not clear if idea is involved or benifit from this license.
Virat Crane Industries Limited (VCIL) – sure shot multibagger (19-10-2015)
Durga Ghee has a good brand recall in Odisha. But like we know there are also many duplicates around. My understanding is, the particular flavor that Durga uses, is easy to copy by other vendor's. With a similar flavour, it's hard to tell the difference between fake and original in matter of Ghee. Probably it's not a crime if another local company uses a brand name sounding like durga and sell's same quality ghee. Devi is another popular "duplicate" one, if i remember correctly and has good support from good local film star in endorsements.
Odisha in particular, never had a very effective milk cooperative like the kind of Gujarat(Amul) or Karnataka(Nandini) had . Not sure of milk cooperative effectiveness in Andhra. Odisha has Omfed, but it was primarily happy to supply to milk and not so enterprising to enter into value added products like ghee, paneer etc. Need to watch if we can expect Durga to have similar success in Karnatka and other markets as it had in Odisha & AP, Nandini (KMF) is a strong brand and has strong products in most value added categor. http://www.kmfnandini.coop/
Even in Odisha, things are now changing, with a strong private company like Milky Mu entering into fray. They are considered to be good and have provided good challenge to Omfed's monopoly in milk and are entering into value added products category. Also the ghee market now has options from national brands like Britannia, Amul etc... and ITC is going to be the new one to market soon.
Last years Virat's result had a support from new Andhra Govt's largesse to distribute free ghee packet's to the tune of 3.7 cr. So we can consider it into our estimates.
Gross margins have seen a sharp jump in last few qtrs. However, company say's it's raw material "milk prices has increased and it was able to smooth it out and increase PAT margins. Any clue on this ?
Bloom Dekor- A plywood and lamination microcap (19-10-2015)
what are its reasons for them to give stake in the company instead of giving them cash. Its not wise for ToI to accept shares in a company if its not good. Next point is that you are saying that there are big ads in News paper, thats a sign that they are focusing on growth and want sales and marketing is a way they want to achieve it. I never saw any ads, so you tell me what you @manish26 think about the brand, the respect it has and if people buy these products and visit their decorated website