Grain/E&A Inflation Volatility
Despite recent easing due to good monsoon and buffer stocks, aggressive ethanol bidding has moved prices up in non-season period. Management expects softening from November onward but volatility persists.
RADICO / Q2-FY25 / risks
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Radico Khaitan · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
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Competitive Intensity in P&A Segment
Analyst raised concerns about increased competition from local players and international brands being brought in by domestic players. Management acknowledged competition has been high for 5-7 years but dismissed as status quo.
Regular Category Structural Pressure
Karnataka saw 40%+ volume decline due to price increases. Management rationalizing portfolio in Kerala and other states based on profitability. Growth recovery uncertain amid ongoing state-specific disruptions.
Telangana Receivables Risk
Government payments only recently resumed for past two months. Situation improving but not resolved, with Telangana needing to compete with Andhra Pradesh to maintain stock availability.