Chandramogan reveals the company has strategically built significant inventory reserves during a period of abundant milk supply, positioning them defensively against anticipated weather-related supply constraints.

“ We have the war chest of commodities in any eventuality, the cost of inflation will not hit us and we are well prepared to meet any contingencies without any difficulty.”

— R G Chandramogan (Chairman)

Chandramogan suggests revenue growth could potentially reach 20% (versus the guided 15%) if weather conditions create favorable supply-demand dynamics.

“...it may be 15.. it may be 20 also… it all depends on how the monsoon is going to turn out.. we are most likely to come closer to 10000 if not this year, next year we will cross it.”

— R G Chandramogan (Chairman)

Chandramogan reveals the company increased milk procurement by 20% year-over-year, positioning them not just defensively but potentially to profit from commodity trading if supply constraints materialize.

“Procurement has gone up 20% compared to the earlier year... If there is a moderate lean, we may be able to sell some commodities at the good premium price and get out of it.”

— R G Chandramogan (Chairman)

Chandramogan commits to both revenue growth and margin expansion simultaneously, suggesting strong operational leverage and confidence in their strategic positioning.

“That’s.. actually margins improved better than last year. Margins have to improve and also we are expecting almost 15% increase in topline and almost 1 to 1..5 basis point in margin. Both are expected.”

— R G Chandramogan (Chairman)

Chandramogan reveals the company has reached capacity saturation at two of their three ice cream facilities, indicating strong demand and creating natural volume flow to their newest facility.

“...these two factories are already saturated last year itself.. so, any growth will just go to govindapur automatically.. so, this year we will be able to have better utilization of property.. and also, Solapur is likely to do much better because Maharashtra also we are gaining momentum…”

— R G Chandramogan (Chairman)

Chandramogan consistently emphasizes that growth is entirely volume-driven rather than price-driven, suggesting the company is gaining market share and expanding consumption.

“Volume driven…there is no price increase here anticipating … its all volume driven.”

— R G Chandramogan (Chairman)