Allied Blenders and Distillers Limited CC-Sep24.pdf · 2024-10-30
Hi, thanks for the opportunity and congratulations on good turnaround. A couple of questions. So firstly, the volume growth is healthy on sequential basis but kind of flat on Y-o-Y basis. Now I understand the slowdown in March segment but I wanted to check if there is more dirt. So, if you could share how Telangana is shaping up for us in terms of payment related issues and are we sort of limiting our exposure to Telangana which I believe is roughly around 25%-30% of our sales just to manage our capital more efficiently?
Understood. And secondly, in the presentation, you mentioned about scope for 2x volume growth in Andhra, because of decent policy actions. So, could you throw more light on this? What was the number in around FY19? I just wanted to understand what could be the actual potential here? And secondly, how does the profitability here compare to other states?