The data has been compiled from various sources and might have small difference but overall theme is to subscribe or not — we will focus on that
Dodla Dairy IPO– An integrated Dairy company based in south India , 2nd largest in terms of milk procurement, 3rd largest in terms of presence among private dairy companies
Business — Sale of Milk and Milk based Value Added Products(VAP)
Revenue segments — 73% from processed milk, 27% from VAP
Region of operation –Main presence in 5 states of south India,overseas operation in uganda and kenya
Offer purpose — Fresh issuance of equity shares worth up to ₹50 crore and a ₹470 crore offer for sale by existing shareholders for prepayment of credit, capex and general purposes
Low margin business
Highly competitive business with unorganised players chasing same customers
Diversified nature of products portfolio
Strong distribution netwrork
Strong Brand presence in southern region of India
How they expand and grab market share in highly competitive industry determines their growth
Any addition of VAP and increase in revenue from VAP may lead to good growth
Valuations are bit on higher side
Should we apply?
People can avoid and look at listed peers instead
One can wait to enter at low prices for investment purposes and review holdings with each quarter earnings
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