Value Investing

Each of these entities—Heritage Foods, Vadilal Industries, and Parag Milk Foods—occupies a crucial niche within their sectors. Heritage Foods is noted for its integrated approach in dairy and agriculture, Vadilal Industries shines with its legacy and innovation in ice creams and processed foods, and Parag Milk Foods is renowned for its focus on dairy product quality and innovation. These distinctions cater to varied consumer preferences and market needs, demonstrating the dynamic nature of India’s food industry landscape.

Startup Strategy

Ninjacart and Waycool lead in farm-to-retail fresh produce logistics; DeHaat offers full-stack services to farmers with recent profitability; Crofarm secures neighbourhood kirana sourcing; and Udaan powers B2B grocery and agri access across kiranas with fresh funding. Each presents unique value levers for investors navigating India’s ag-tech wave.

Situation Report

There have been farmers protests in India for last few months. Details of which can be seen in various news.
We analyse the issue on the basis of business concepts. Farmer is a businessman with suppliers and customers, with finance that comes in, and risk involved, pricing etc.