La Opala RG - Aspirational consumer story

[MHS]

@rkirana

What explains the continual decline of this stock?

The below snap shot explains:

Tough competition from Borosil Opalware and I think Laopala lost leading position to Borosil.

[kiraank]

Lot of unbranded players and imported products are also giving tough competition.

[manivannan.g]

In the current quarter (Jan-2025 to date) promoters bought 0.16%.
At the end of Dec-2024: 65.64%

Today’s filing: 65.80% - their highest in the recent years

No. of shareholders also reduced, stock is at reasonable valuation.

Disc: Invested, added more in last 30days.

[lohiyaakshay08]

@rankamoksh

I would disagree with you as we retail opalware dinner sets borosil is equally god, to be honest there is some minor difference between opalware of la opala, borosil and cello, cello is a bit better because it is much resistance to breakage and we primarily push cello to customers.

How is Cello vs La Opla now? Can anyone tell how’s they performing on ground? Is Cello taking market share?

[rankamoksh]

Retailers currently hold excess inventory, and with low brand loyalty, competition remains intense. Cello is gaining market share by selling at lower margins than La Opala, but as investors, we can avoid this space as there is excess supply here with weak demand.

[lohiyaakshay08]

Is the current inventory surplus expected to be short-lived? Won’t upcoming income tax reductions and possible GST cuts increase consumer disposable income and, consequently, demand, thereby resolving the inventory issue?

[Suyog_Patil]

can we quantify the market share data for La Opala based on all the industry data available? are they really losing market share ?