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Starting a thread for CCL Product (India) Ltd
What I like about the business is:
1. Its sickness.
2. Long term relations
3. Expertise
4. Economics Of Scale
What I like about the business is:
1. Its sickness.
2. Long term relations
3. Expertise
4. Economics Of Scale
It becomes quite difficult for a company to switch to a different supplier when quality is big importance for them.
So, businesses 'stick' to the same supplier(CCL) which gives supplier to charge higher.
As getting the right blend in coffee is quite a task.
So, businesses 'stick' to the same supplier(CCL) which gives supplier to charge higher.
As getting the right blend in coffee is quite a task.
Few people who track this company:
1. Ambit Capital
2. Securities Investment Management Private Limited (not sure if they still do)
3. ValueQuest: They also holds 1.76% stake in the company. (Prof. Sanjay Bakshi)
1. Ambit Capital
2. Securities Investment Management Private Limited (not sure if they still do)
3. ValueQuest: They also holds 1.76% stake in the company. (Prof. Sanjay Bakshi)
If you are interested in this company would seriously recommend reading their con-call of Q4 FY19.
Further, for understanding company's USP read page four of Q3 FY19 earnings call.
Here is my analysis of CCL Products (India) Ltd https://arjunbadola.com/ccl-products-india-ltd-analysis-the-moat-business-you-might-be-looking-for/
I could not see presence of ValueQuest (Prof. Sanjay Bakshi) during the Q1 FY21 con-call.
Some data regarding insider buying of CCL Products (India) Ltd
Management had purchased in the month of February & March 2020
Management had purchased in the month of February & March 2020
It seems like management of CCL Products(India) Ltd was also buying in the month of June 2020.
I have uploaded my analysis of Q1 FY21 con-call.
Please, excuse my awful handwriting. https://arjunbadola.com/analysis-of-annual-reports-con-calls/
Please, excuse my awful handwriting. https://arjunbadola.com/analysis-of-annual-reports-con-calls/
Also, had a wonderful discussion with one of the ValuePickr members about CCL Products (India) Ltd.
Do read it if you are interested in the company. https://forum.valuepickr.com/t/ccl-products/965/470
Do read it if you are interested in the company. https://forum.valuepickr.com/t/ccl-products/965/470
Comparison between Tata Coffee and CCL Products (India) Ltd. https://twitter.com/AdvisorsAugmen/status/1293055538788327425
Management interview.
Recently tried Freeze Dried Coffee of CCL Products (India) Ltd. As I am not a coffee person, it tastes same to me compared with Nescafe. But I could could definitely feel the different in the aroma.
If someone has ever tried this coffee could you please share your experience?
If someone has ever tried this coffee could you please share your experience?
CCL Coffee's aroma felt way better to me as it gave me a sense of natural coffee where Nescafe (the normal one, not GOLD) felt as if there was some enhancer included inside of it.
This is my personal opinion and heavily biased!
This is my personal opinion and heavily biased!
CCL Products (India) Ltd?
From Prof. Sanjay Bakshi"s interview.
From Prof. Sanjay Bakshi"s interview.
My analysis on Q1 FY19 con-call. https://drive.google.com/file/d/1Ek-Z-QuOqEq8r3vLoj_qJR7P_5KDWah0/view?usp=sharing
Some amazing articles on CCL Products (India) Ltd. https://biginvestorblog.com/category/stock-ideas/ccl-products/
CEO at Continental Coffee is Jaipuriar Praveen.
Used to work at Dabur and handled quite famous projects like Hajmola,Dabur Amla Hair Oil,Odonil,Chyawanprash, Dabur Honey and Dabur Glucose, Real Fruit Juices, etc.
Just read his history. https://www.linkedin.com/in/jaipuriar-praveen-7a4b2b9/
Used to work at Dabur and handled quite famous projects like Hajmola,Dabur Amla Hair Oil,Odonil,Chyawanprash, Dabur Honey and Dabur Glucose, Real Fruit Juices, etc.
Just read his history. https://www.linkedin.com/in/jaipuriar-praveen-7a4b2b9/
Notes on analysis of Q4 FY18 con-call. https://drive.google.com/file/d/1EAl1mVzZU5Rrn3dvIKEoCsBNw8twVapG/view?usp=sharing
Analysis on Q3 FY18 of CCL Products(India) Ltd https://drive.google.com/file/d/1GHUs9L3v2nJCy-fb6wAWEHG9x_TOBXfi/view?usp=sharing
Amazing report I came across on CCL Product(India) Ltd.
…https://trendlyne-media-mumbai-new.s3.amazonaws.com/reportPDF/31133_pdf.pdf?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Expires=7200&X-Amz-Credential=AKIAUABWFMAC2EXZELNE%2F20200827%2Fap-south-1%2Fs3%2Faws4_request&X-Amz-SignedHeaders=host&X-Amz-Date=20200827T100321Z&X-Amz-Signature=5adc520537927a5bc05da7b7da07661e4b9cef962d74a380296a070a3c1861d2
…https://trendlyne-media-mumbai-new.s3.amazonaws.com/reportPDF/31133_pdf.pdf?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Expires=7200&X-Amz-Credential=AKIAUABWFMAC2EXZELNE%2F20200827%2Fap-south-1%2Fs3%2Faws4_request&X-Amz-SignedHeaders=host&X-Amz-Date=20200827T100321Z&X-Amz-Signature=5adc520537927a5bc05da7b7da07661e4b9cef962d74a380296a070a3c1861d2
I guess Moats and Floats go hand in hand.
Hopefully company will enter pods segment next year.
Watch from 19:50
Watch from 19:50
Tried Continental Xtra. The taste felt good. But I can't compare it with BRU currently as I haven't tried BRU yet.
But overall I liked. On standalone basis.
But overall I liked. On standalone basis.
Just received feedback regarding CCL coffee from one of my friends.
He said that his sibling who is working in Bangalore suggested him to try CCL Coffee.
They has been using it from past one year. They came across it when CCL gave away free sample at their office.
He said that his sibling who is working in Bangalore suggested him to try CCL Coffee.
They has been using it from past one year. They came across it when CCL gave away free sample at their office.
Reasons to switch to Continental Coffee by his siblings:
1. Blend is better than Nescafe
2. More economical (Rs64/100g, if you buy the 1kg pack)
3. Easily available in larger sizes
1. Blend is better than Nescafe
2. More economical (Rs64/100g, if you buy the 1kg pack)
3. Easily available in larger sizes
Some good news. All units are functional now.
What do we have here? 
Update: Now after drinking Continental Coffee for a month I can tell the difference.
I have tried the Black Edition & Xtra vs Nescafe classic.
Now the taste of Nescafe just seems tasteless. It gets very difficult to even finish a cup of it.
(I am sure I am biased here)
I have tried the Black Edition & Xtra vs Nescafe classic.
Now the taste of Nescafe just seems tasteless. It gets very difficult to even finish a cup of it.
(I am sure I am biased here)
I did not like Black Edition but Xtra was really good.
I was a tea person but after trying Xtra I actually started drinking more coffee.
I have tried any of the Nescafe's premium coffee yet.
I was a tea person but after trying Xtra I actually started drinking more coffee.
I have tried any of the Nescafe's premium coffee yet.
Promotors bought again on 30th September.
Prof. Sanjay Bakshi has been reducing his stake consistently.
Jun 2020: 1.83 to 1.76%
Sept 2020: 1.76 to 1.15%
Jun 2020: 1.83 to 1.76%
Sept 2020: 1.76 to 1.15%
MALABAR INDIA FUND LIMITED has also been reducing their stake.
Jun 2020: 2.29 to 1.60%
Sept 2020: 1.60 to 1.48%
Jun 2020: 2.29 to 1.60%
Sept 2020: 1.60 to 1.48%
CCL Products Q2 FY21 https://twitter.com/SmartSyncServ/status/1318517750449557512
I had written to CCL Products about one their employee getting paid exceptionally which seemed odd.
Received the reply today and the explanation seems satisfactory.
Received the reply today and the explanation seems satisfactory.
I have exited my position from CCL Products (India) Ltd. Here are the reasons: https://arjunbadola.com/why-i-sold-ccl-products-india-ltd/
