What do think of the start ups coming up in this sector with focus on A2 milk? Is it just a fad?

Investment banking associate

A2milk soon will be new normal. Now large players are coming up with this. There is no entry barrier in this space, neither they will be able to build large brand nor compete with them.

Founder

Welcome to Indian Startups's Private Community

Dairy

Dairy- Grapevine

Welcome to Personal Finance's Private Community

I want to know if US Market opens after 8pm according to Indian time, then how does Motilal Oswal Nasdaq 100 ETF trades according to Indian Market time (9am to 3:30pm)? Does it do after market trading?

Asking here as unable to find explanation on internet.

How does Motilal Nasdaq 100 ETF works?

Software Developer

Hey everyone,

A few days ago, I asked about the problems you're facing and got some insightful responses. One issue that stood out was milk adulteration, and I believe it's a significant problem that needs to be addressed.

To understand this better, I've created a short anonymous survey that will take only 1 minute to complete. Your feedback would be incredibly valuable and greatly appreciated.

Link to Survey is mentioned below. Thank you for your time and help!

Made with Fillout, the best way to make forms, surveys and quizzes your audience will answer.

Pure Milk: Fact or Fiction?

Milk Adulteration, Share your thoughts.

Analyst

New to this place. Suggestions welcome! TIA

Is Grapevine only tech? Anyone from FMCG?

Sales manager

Welcome to News Discussion's Private Community

- French consumer goods group, **Danone**, plans to expand in India to compete with rivals **Unilever** and **Nestlé**.
- CEO Antoine de Saint-Affrique announced a four-year €20mn investment to expand Danone’s existing plant in Punjab.
- Despite being the world's largest producer of dairy products, Danone has struggled to penetrate India's market.
- The company's history in India has been described as 'stop-start' with a 'tiny' current market share.
- De Saint-Affrique did not rule out potential Indian acquisitions, stating there's plenty they can do organically.

Source: [Financial Times](https://www.ft.com/content/c2cd7bc1-9860-40bc-967f-24e68d52721c)

Danone Aims for India Expansion to Rival Unilever and Nestlé

Journalist

Looking for sectors to focus in the near future - want to get into entrepreneurship’

What do the people of India - any solid sectors that can have a great impact  or be looked into




Love to hear from anyone on this - looking for problem to work on 
And hopefully build a start up  in few year or two 

Anyone ?

Futuristic ideas for a better india HeLp

Customer success

Imploding after investors turned off the taps a year so ago.. investors spoilt the ecosystem chasing growth with weak business models.. disintermediation doesn’t always work.. neither does setting up models that impose costs and ignore risks …
the chickens come home to roost..

Agritech startups .. train wreck in slowmo …

I think I am being scammed by them with their subscription plans and cost.
I don’t see much difference in their milk as well.

Anyone using country delight ?

Network administrator

Can someone tell about best Agri-tech company they have heard off or are working there ?

Welcome to Business Roles's Private Community

Looking for entry in equity reaearch industry, any leads pls?

Treasury Manager

Which sector in your opinion, will be massive in next 10 years?

Consultant

Or maybe working at Unilever? Wanted to know about the work culture, career growth

Anyone here part of data team at Unilever?

Me and my wife are 30 years old software engineer with no kids. Draw 7 lac a month please some yearly bonus. We invest 2 lac a month combined into equity market through mutual funds. 

Expenses: 1.5 lac a month including everything, lives in Bangalore in good society, owns a car, don't thing much before spending. 

Still after everything left with 3 lakhs every month in bank account. Not sure how to use that. We both don't have any fancy "shauk" where we can spend and hence don't have an urge to earn more. 

Any suggestions???

Post tax 7 lac a month. Double income no kids, but not sure what do with all the money.

I'm keen on talking to a few folks who can help unlock the learnings here.

How did Justdail build the supply side of business and at what cost ?

Product Manager

I had explained in the last post the sectors i am going behind from here on.
These were Banks, Metals and FMCG. Banks  are resisting the fall even today & are broadly up. Check it here.

https://share.gvine.app/GiMiy13zbhGLgrT97

SBI,ICICI,AXIS are the top stocks in the banking sector & they are doing okay, well above buy price.

From FMCG Nestle, VBL, TATA C are well above the buy price for now. 

From metals i have positions in Jindal & Tata S. I have cut out Jindal S today at 2% loss & i have Tata S from a much lower level so i am not worried.

Apart from these i built positions in TVS Motor, Cipla, booked out a loss of around 1.5% -2% today. 

Cutting out stocks when things are not in your favour is also a skill and i have learned it the hard way. -2% can become -5% -10% very easily.

For the last 1 month i have been writing that Risk : Reward exists in Bank, Metal and FMCG and stocks from these sectors have not fallen that much in the last week.

Any chart pattern any strategy cannot be a traders edge, Risk management combining with Risk : Reward analysis & sector understanding is my biggest edge over 99% of market participants.

Now, markets are getting thinner by each passing session. I will aggressively start cutting position if we breach 21850 in Nifty. I am now only managing newer positions (mentioned above). 

From the Large cap portfolio i built in Dec, i have a good cushion but i will start trimming if 21850 goes in Nifty. I will not touch my Top 4 holdings. I have Tata M, Tata C, LT , Can B , PNB , TATA S, Wipro from DEC.

I have a different account for Small - mid cap & i have booked everything except 2 top massive winner stocks in the last 1 week. I will wait for stability to return to build newer positions.

From now on whatever new position i build that is going to be from Nifty 100 index only.

Per trade I risk 2% of my account size but from here on my risk will be capped at 0.5-0.75% of Account.

Tip : Stay away from options for  1 Month.

HOW I WILL TRY TO NAVIGATE THIS FALL IN THE MARKET ?

Machine Learning Engineer

Anyone from Unilever?

I am thinking to invest around 1lakh on a p2p lending platform with secure interest rate thoughts about 12% club

Thoughts on 12% club

Most of us are curious of how decisions are made in major VC funds, as these funds are private and only share this information with their Limited Partners (LPs).

For the unknown, there are VC funds known as Corporate Venture Capital funds, which are the venture arms of corporate firms; they are required to disclose the performance of their CVC funds to the general public.

Prosus, one of the largest funds in this category, has just released its 2024 Annual Report, so thought it would be helpful to share the key takeaways with you all. So, here we go:

1/ Swiggy: On the Launchpad
Swiggy continues to impress with a 26% surge in its gross order value and a robust user base that's grown to 104 million. The food delivery giant isn't just expanding—it's preparing to soar with a confidential IPO filing. Swiggy's blend of core deliveries and quick-commerce ventures positions it as a frontrunner in the food-tech race.

2/ Byju's: A Reality Check
The tides have turned for Byju’s, once a darling of the edtech world, now facing a stark reality with a $493 million valuation write-down by Prosus. This significant markdown is a wake-up call to the high-flying valuations in the edtech sector, spotlighting the need for sustainable financial health over speculative growth.

3/ PayU: Quietly Confident
While specific updates on PayU were sparse, its role in Prosus’s fintech ambitions remains pivotal. PayU continues to weave through Prosus's strategy, likely focusing on enlarging its digital payment solutions and tapping into burgeoning financial service opportunities in emerging markets.

4/ PharmEasy: Unsung Potential
PharmEasy's story remains under the radar in this year’s dispatch. However, as a component of Prosus's health tech ventures, it’s poised to play a crucial role in expanding accessible digital healthcare solutions, streamlining services from prescriptions to doorstep delivery.

The Bigger Picture? Prosus's strategy paints a vivid portrait of India's evolving startup ecosystem. It's no longer just about rapid growth and sky-high valuations. The game has changed:

1/ Sustainability is king: Byju's fall from grace is a stark reminder that financial health trumps speculative growth.
2/ IPO readiness matters: Swiggy's preparations show the market's appetite for well-prepared tech giants.
3/ Quiet expansion: PayU and PharmEasy's low-key presence suggests strategic focus on steady growth over flashy headlines.
4/ Diversification is key: Prosus's varied portfolio highlights the importance of spreading bets across sectors.

Checkout their annual report at https://www.prosus.com/~/media/Files/P/Prosus-CORP/AR2024/1latestfinancialresults/04annualreport/fy2024annualreport.pdf - happy reading!

Would you like more breakdowns of such reports and documents? Let us know in comments below 👇🏽

Key takeaways from Prosus 2024 Annual Report

Former Mooofarm Employees allege that the company's founders ignored widespread sales misreporting and misled investors with projections

How Accel-Backed Mooofarm’s Dairy Tech Promise Soured

Another one bites the dust!

Let's do price per gram analysis:
Amul products
1. Buttermilk - 1.67 rs/g
2. Protein Lassi - 1.67 rs/g
3. Protein shake - 1 rs/g
4. Whey protein - 2.6 rs/g
5. Dahi - 2.8 rs/g

Rest of them
6. Epigamia - 6 rs/g
7. Milky Mist Skyr - 4.09 rs/g
8. Epigamia yogurt - 11.43 rs/g
9. Muscleblaze - 2.66 rs/g
10. Whole truth - 2.89 rs/g

Dairy

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