GM Breweries is showing some interesting trends in prodn numbers.
Capacity utilization has increased from 42% in 2010 to 46.15% in 2016 indicating robust demand for its products. The March17 AR is not out yet.
The %prodn in PET bottles has also increased substantially since 2010 adding to the margins.
Post demonetization and 500 mtr bans it would be interesting to see the the numbers of both cap utilization and % prdn in PET bottles and evaluate the impact.
It is important to note that Shiv Sena dominates the Thane Municipal Corporation with 67 seats in 2017 which have increased from 54 in the previous election.
GM is poised interestingly.
Disc - Invested recently