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One of the reasons we have seen a strong private sector sourcing presence in Maharashtra has been so because the Anand pattern has not been successfully implemented in Maharashtra.
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One of the key points for a dairy company is a constant supply of milk.
@rupeshtatiya has done an excellent analysis regarding the dairy industry here - Heritage Foods Ltd - #70 by rupeshtatiya -
Parag doesn’t have a a direct procurement system like that of a Hatsun.
Note: This is from their red herring draft, which requires companies to legally state the risks. So it might not be as extreme as stated.
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How can Parag ascertain a constant supply of milk for its scalability? It is impossible to start a sustainable dairy procurement from Gujarat (Amul) or Karnataka(Nadhini) where there is already an Anand pattern. Only way seems to be acquiring existing branded companies looking to sell. (Recently Danone) . What stops AMUL or say Hatsun or even local players from squeezing their supply going forward?
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Cheese seems to form a large part of its revenue, but won’t it be difficult to compete against the likes of AMUL who have planned to double their capacity this year and have a further expansion in place?
16:00 onwards - R.S Sodhi Speaks On Amul's Market Share | Exclusive - YouTube
P.S: Not invested