Investment Ideas
Being an Amul shareholder is not possible; the next best dairy sector bets: 4 stocks, different market caps, upside potential is incidental
Synopsis
The dairy business is not an easy space to be in. Even the best dairy industry player, Amul, took decades to reach where it is today. It is a business with challenges all year around. You may not be aware, but the sector has seen many MNCs enter, only to exit because they could not crack the code, even when they knew what the code was. But if you scale the business, these challenges tend to come down. And then comes an inflection point where every incremental effort delivers ever greater results. But, ironically, the biggest challenge is to scale the business. So, it is a kind of chicken-and-egg situation.
The best known name in the Indian dairy sector is Amul. But the chances of Amul becoming a listed company is next to none. So, how does one take exposure to the dairy sector? Through a listed company?However, among the listed entities in this sector, one struggles to find any that has size, scale, and a brand, the three things crucial for a company to generate profits for itself and create wealth for investors. All the listed firms have
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