Totally agree, and I’m not trying to say this is new as the top-level management was replaced by Reliance’s employees long back but just that the replacement consistency is making it better. Yes, it might or might not be a big hit but at the small base at which Lotus currently operates even a small rack in every Reliance Retail store would be enough to 10x their EPS. Campa-Cola is a great example and let’s not forget the Acquisition of Metro Cash&Carry which is primarily a B2B kind of business and Metro’s HORECA can be a great channel for Lotus to make its chocolate compounds available to Restaurants.
The Huge Jumps in Quarterly numbers are decent enough evidence of how things are better than before and I do hope this doesn’t end up in the failed acquisitions list of Reliance.
Edit - Seems like some small online sales have begun. Just Came across this site, can help us gauge the segment Lotus is currently operating in.
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I just read the vp thread of Lotus. I think lotus price has run ahead of the earnings. It will take some time before the valuation and earnings catch up before the next leg of rally.
In Lotus I’m sure earnings will grow. But on mcap/(2 X H1FY25 PAT) pe comes north of 50. So I think it will be a wait and watch as it takes some time valuation and earnings to catch up. I haven’t made any money using high pe stocks.
Any idea why there was a qoq degrowth in Q2 compared to Q1? Also is there any seasonality in the Business like a particular quarter is best?
Disclosure: studying
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Why they haven’t yet published the FY25 Q2 Financials. Aren’t they quite late for the same?
They have. Screener is not showing it.
Screener is showing it, check standalone numbers.
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Another sign of a positive change, seems like the company has hired a dedicated social media manager/designer the posts have significantly improved -
Signaling their interest in B2C segment.
Edit - Seems like the products might soon be available on Quick Commerce platforms too.
