Joined: 07/Dec/2009
Location: India
Online Status: Offline
Posts: 563
Posted: 20/Nov/2012 at 9:59pm
Is this a turnaround story? Showing very good top line and bottom line growth in the last 2 yrs. does it have any moat?. In Karnataka we don't get their other products. (only milk and curd ) and and price wise a 4 bagger in the last year.
(It was in my radar since i like heritage milk and curd. its the best curd/milk out there. Recently I found nestle label curd packets which said manufactured by heritage marked by heritage. but i wasn't comfortable buying a Hyderabad based company and gave it a pass :)
mrs naidu runs the company. it didnt take off as expected. also naidu's business are not in areas controlled by govt. unlike YSR who mindled thousands of crores for his son's steel plants, cement plants.
there's a sever compitition in this field ftom reliance fresh, more, ratnadeep and several other retailers.
stay away from such political counters .... naidu may not come to power in next 10 years
The reason for this run up ---Tirumala milk products was rescently aquired by PE firms at very aggressive valuations.Per person consumption of milk in India is among highest in the world hence global Dairy majors are seriously focussing on India.
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