Hi, can I use your images and findings a blog post I am writing about Vadilal?
As I am digging in more and more to find more information about the company, these are the key areas about which Information is missing and I am not getting any reply from Investor Relations email or any other sources of Information in the public domain!
- The Nature of the Exclusive Rights Agreement with Vadilal Enterprises (Maharashtra).
- The Geographical Breakdown of Sales for Sales in India.
- The Geographical Breakdown of Export Sales.
- Plans for expansion into the South Indian Market.
- Information (details) about the latest expansion work going on at Pundhara.
- If the company has any plans for Sale of Export Quality Products in India through a premium category or different premium brand channel.
The things that are required for the company to get FMCG like PE:
- Stable cashflow as against the seasonal cashflow business that is currently in place.
- Larger share of sales coming through exports and packaged food business (frozen food).
- Complete consolidation of all other entities with rights to the Vadilal name (incld. Vadilal Enterprises of Maharashtra)
- Higher Geographical Diversification for sales in India - based on my analysis: currently more than 80% of it’s sales comes from 4 states: Gujarat, Uttar Pradesh, Rajasthan and Madhya Pradesh.
If anyone has any information on the above listed items, please share it with me or make a public post about it so that we all can benefit of that knowledge.
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