Axtel Industries Limited: A proxy to packaged food industry

Hi Rupesh, thanks a ton for sharing your notes. I have a few thoughts going through your hand-written notes in the deep dive template. Do you know what kinds of process equipment (Heat exchangers/crystallization or mixing equipment/sieves etc) are designed and manufactured by Axel? I’m also impressed by your insights. How did you find out that they lost Amul to EU competitor?

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