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आपदा में अवसर: Investment in the time of crisis

आपदा में अवसर



From Monday(18 April 2022) can start acquiring stocks of -

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Even I am very bearish on equity market for upcoming minimum 2-3 years, but upcoming Food crisis, inflation and agricultural chemical demand will boost companies which working in that area.

Below mention companies are more likely to take advantage of such conditions. So you cant start accumulating such companies to create some wealth.


1. Kaveri Seeds (610)-

Kaveri Seed Company is engaged into research, production, processing and marketing of various high quality hybrid seeds.

Leading seed Manufacturer of India: Incorporated in the year 1986 with a seed production unit, Kaveri Seed is among the largest crop seeds producers in India with presence across 22 states spanning 12 Agro-climatic Zones of India.

Product Portfolio Company offers hybrid/variety seeds for Maize, paddy, cotton, sunflower, mustard, sorghum, pulses, bajra, and wheat. In vegetables, the Company offers Tomatoes, Okra, Chilies, Watermelon, Gourds, and Brinjal.

Strong Infrastructure Kaveri Seeds has about 170+ outreach trial centres across India for hybrid testing. The company also has 1 lakh+ loyal producers with 65'000 acres of land area for seed production. It also has 7 Mega Seed Processing Plants equipped with modern equipment for pre-cleaning, grading, cob drying, storage, and packing. With 10 lakh sq. ft. cumulative warehouse space across India, the Company has climate-control godowns and 15000 MT cold storage capacities to support its world-class infrastructure.


2. UPL (818)-

UPL is principally engaged in the business of agrochemicals, industrial chemicals, chemical intermediates, speciality chemicals and production and sale of field crops and vegetable seeds.

Global Leadership
UPL has its presence across 138+ nations and is the 5th largest Agro chemical company and 4th largest seed manufacturing company in the world. UPL has market access to 90%[2] of the world’s food basket and is a global provider of sustainable agriculture products and solutions with an annual revenue exceeding 5 Bln $.

Corporate Governance Issue 
On Oct 16 2020, KPMG, Mauritius has resigned as the auditor of the UPL corporation Ltd and UPL clarified that in order to re – organize the Audit process, KPMG was asked to resign at the request of the company. However, KPMG Mauritius declines to share the exit details sought by SEBI.

3. Avanti Feeds (494)-

Avanti Feeds is a leading provider of high quality shrimp feed, best technical support to the farmer and caters to the quality standards of global shrimp customers.

Shrimp Feed Business (78% of revenues)
The company is the largest producer of shrimp feed in India with a market share of ~45% in the domestic feed business.
It sold ~485,000 Tonnes of shrimp feed in FY20 which translates to ~81% capacity utilization.
The feed is sold in India and Bangladesh.

Manufacturing Capabilities
The company owns 7 manufacturing plants out of which 6 are located in Andhra Pradesh and 1 is located in Gujarat.
Its capacities are :-
Shrimp Feed - 600,000 TPA
Shrimp Processing - 22,000 TPA

Power - The company owns a windmill project with a capacity of 3.2 MW.
It also has stake in 2 associates which has a combined capacity of 33.2 MW

Geographical Revenue Breakup
Presently, India accounts for 79% of revenues, followed by USA (18%) and rest of world (3%).

Partnership with Thai Union
The company has a long-term technical and financial collaboration with Thai Union Group (Thailand) which is a multinational conglomerate in the global sea food industry.
Thai Union holds ~24.2% stake in Avanti Foods Ltd and it also holds the rest 40% stake of the company's subsidiary Avanti Frozen Foods Pvt Ltd through which it operates its shrimp processing business.



4. Venkys (2285)-

Venky’s India Ltd, a part of the VH group, is majorly engaged in poultry breeding and chicken meat processing.

Business Segments
Poultry & poultry products: This segment is engaged in the production and sale of day old broiler & layer chicks, production of specific pathogen free (SPF) eggs etc.
Animal Health products: This segment is engaged in the manufacturing of medicines and poultry feed supplements.
Oilseed segment: This segment is engaged in the processing of soya.

Revenue Split (FY21)
Poultry & poultry products: 45%
Animal Health products: 5%
Oilseed segment: 50%


Key Customers
The co is the prominent supplier to many QSRs and international chains like KFC, Pizza Hut, TGI Friday, Burger King, McDonalds etc. It is also associated with B2B and B2C retail chains like Walmart, Star Bazar, Future Retail and regional chains in major cities of India.

5. Coromandel Int (840)

Coromandel International Ltd is one of India's leading agri solutions provider. It offers a diverse range of products and services across the farming value chain. It specializes in fertilizers, crop protein, bio pesticide, specialty nutrients, organic fertilizers, etc.

Revenue Breakup
The company's business is divided among 2 main segments i.e. nutrient and other allied products (~85% of revenues) and crop protection (~15% of revenues)

Biologicals Business
The company has a rich product pipeline with research on compounds from plant extracts and microbial bio-pesticides. It is a leading manufacturer of azadirachtin in the world with ~65% export share. It exports to USA, Canada and Europe.

International Presence
The company has a presence across ~81 countries worldwide. It is a part of various marketing/ technical collaborations and JVs across US, Canada, Europe, Japan, China, Morocco, etc. It also has strategic investment for Phosphoric acid sourcing in South Africa and Tunisia.


Even I am very bearish on equity market for upcoming minimum 2-3 years, but upcoming Food crisis and agricultural chemical demand will boost companies which working in that area.

Above mention companies are more likely to take advantage of such conditions. So start accumulating such companies to create some money.



❗️❗️Note: I am not value Investor or swing trader, I am purely speculative person who taking bets on the based on best of knowledge and common sense. Before investing you can consult with your advisor.


Reference- https://www.screener.in/



Mayur Jagtap




For regular and daily small update 

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