Investec initiates the DAIRY sector with big upside potential in
#DODLA
#PARAGMILK
#HERITAGEFOODS

Dodla Dairy -sees 60% upside with TP of 1400rs
Solid capital allocator+Reasonable valuations

Parag milk and Heritage Foods with 45-46% upside

Rising consumption trend…

Investec has given Target of 310 for Parag Milk, expecting 46% Upside

Interesting 🤔

A week back, Arihant Capital had initiated a buy rating on PARAG MILK FOODS with the target price of 450, after the the Bharat Connect Conference Rising Stars 2024.
As against the current price of 211

Current Market Cap 2528 CR
TTM Sales of 3150 CR with 6% margins
Guided for…

Parag Milk Foods

Stake Increased by Promoters, FII and DII in March 24 Quarter 🔥

Public Holding Decreased ✌🏻

Multibagger in Making 🥛🧀

#ParagMilk

Parag Milk Foods - Massive Accumulation ⚡

✅ Promoters stake increased from 41.63% to 42.61%
✅ FII stake increased from 8.83% to 8.95%
✅ DII stake increased from 8.36% to 8.42%
✅ Public stake decreased from 41.02% to 39.88%

Multibagger in Making ⚡

#ParagMilk

Rohit Saini A name with many positives!

#ParagMilk #StockToWatch #investing

Best part is that all 3 -
FIIs, DIIs & Promoters have increased stake in Parag Milk Foods in the quarter ended Q4FY24

Investec has given Target of 310 for Parag Milk, 46% Upside

With a sharp turnaround in operational performance, expect a strong EBITDA CAGR of 49% over FY23–26E, underpinned by a healthy revenue CAGR of 14% and margin normalization. Additionally, PAT is anticipated to rise at a

Investec Initiates on #Dairy

Pecking order : DODLA > HERITAGE > PARAG > HATSUN

#DodlaDairy initiate at Buy , tgt INR1400
#HeritageFoods initiate at Buy, tgt INR450
#ParagMilk initiate at Buy,tgt INR310
#HatsunAgro initiate at Sell,tgt INR700

Do read this entire detailed tweet on Parag Milk foods.
Disclaimer- only for educational purposes

13/ Dairy: Impact on private dairy companies like
#Hatsun Agro,
#Heritage Food,
#Dodla Dairy,
#Parag Milk.

#DairyIndustry #Agriculture #Livestock

Parag Milk Foods Ltd 😇✅212

Today after extensive research, found another interesting company

PARAG MILK FOODS - Massive potential ahead 👍

1) Current Market cap is 2528 CR VS TTM Revenue of 3150 CR at 6% margins

2) Management has guided for 10,000 CR revenue in the next 4-5 years

3) Parag Milk foods…

#PARAGMILK PARAG MILK PRODUCTS
Good Company to study
Brand building in progress
Good Revenue visibility
25-30% growth
Softening milk price

Cmp: 214

#ANALYSISOFFMCG FOODPROCESSINGCOMPANIES Q3 RESULTS PART 1
15. #PARAGMILKFOODS
Parag Milk Foods reported sales of Rs 801 crore for the December 23 quarter which was a growth of 9 percent over the December sales of Rs 736 crore.

MrsMohini Long term views on Parag milk foods and Beardsell ?

4. Ami Organics
CMP : 1232.75, P/E 63.74
5. JTEKT India
CMP : 171.35, P/E 49.71
6. Thangamayil Jewellers
CMP : 1339.50, P/E 29.16
7. Parag Milk Foods
CMP : 214.80, P/E 24.86
8. Spectrum Electronics
CMP : 1385.00, P/E 169.26
9. BIGBLOC Const
CMP : 214.65, P/E 55.05

Capital efficiency differs greatly across coverage – #DODLA & #heritage excel over #HATSUN & #ParagMilk

#nifty50