Thematic Report- India’s Dairy Sector: A Volatile Quarter, A Stronger Future
​Dairy sector faces challenges from rising costs and weather disruptions, but strong demand for value-added products drives long-term shift towards...
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The Beat Ideas: ADF Foods - Can an Export-Heavy Model Withstand Tariff Pressures?
​ADF Foods is transitioning to a brand-led manufacturing model in the US frozen food segment for improved margins and long-term growth.
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Review for the Year 2020
We review our entire cloud of insights covered in 2020, and give a snapshot of how did they pay out in the market, including future prospects.
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Parag Milk Foods: No Cream Seen Yet
In our previous report Parag Milk Foods: Sour and Skimmed, we had highlighted certain issues regarding governance and overall working capital which...
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Prabhat Dairy Ltd - Update: Revenues and Margins Continues to Increase in Line with Our Expectations
Prabhat Dairy Ltd's quarterly result is in line with our expectation. In Q2 FY19, the company registered a growth of 8.53% YoY, EBITDA margin was...
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