Channels

Top 100 Trending New

Categories

Crypto Gaming News Entertainment Music Sports Tech Gambling Bots and mini apps Finance Business Education Lifestyle Health Travel Auto Fashion Jobs Dating Deals and shopping

Stickers

Stickers Emoji Themes Wallpapers

Bots Gifts Tools

Currency

$ USD ₽ RUB € EUR ₴ UAH ₸ KZT ₺ TRY zł PLN ₪ ILS AED AED R$ BRL Rp IDR RM MYR ¥ JPY ₩ KRW CN¥ CNY

Theme

Português (Brasil)

Bahasa Indonesia

Беларуская

Українська

Channels Categories Stickers Bots Gifts Tools

Premium Wiki Glossary Legal

Notifications Settings Log in

CONCALLS: post #10088 — TG.ME

CONCALLS@Concalls3 · 10.1K subscribers Open in TelegramOpen

Forwarded fromDA

t.me/Concalls3/10088

1

August 25, 2026 1.8K 6

More from this channel

Aye Finance Ltd: Q1 FY27 Concall Key Takeaways 746·Sep 2

Atlanta Electricals Ltd: Q1 FY27 Concall Key Takeaways 814·Sep 2

India paneer market is worth Rs 73,000+ crore but only 5 to 7% is organized and branded Unbranded paneer dominates through local halwais and small producers, many using vegetable fat substitutes. FSSAI tested 308 samples in Maharashtra. 35% failed safety standards. Maharashtra banned analogue paneer outright, FSSAI CEO said nationwide ban could follow. When regulators push market from informal to formal, branded dairy companies with cold chains and compliance capture displaced volume. MilkyMist grew paneer revenue 34% YoY in Q1 FY27. Formalization is tailwind, not coincidence. When MilkyMist makes cheese, it generates 10 lakh litres per day of whey as byproduct that gets sold as whey powder to B2B buyers at commodity rates. WPC plant is coming online in 15 to 18 months. Whey Protein Concentrate sells at multiples of powder pricing and goes into sports nutrition and food processing. India imports most of its WPC. Converting waste stream into branded WPC product gives margin accretion without needing more raw milk. Cheese and WPC together make dairy economics work very differently. MilkyMist told investors current Perundurai plant can deliver 3 to 3.5x of FY26 revenue before needing major new investment. FY26 was Rs 3,138 crore. Current capacity supports Rs 9,400 to Rs 11,000 crore revenue. After tripling paneer capacity to 192 MT per day in June 2025, utilization sits at roughly 50%. Cheddar cheese line expanded from 15.6 to 120 MT per day. Ice cream at 12%, chocolate at 10%, yogurt at 62%. Q1 FY27 revenue grew 44% YoY to Rs 973 crore. 1.2K·Sep 2

Anantam Highways Trust: Q1 FY27 Concall Key Takeaways All Latest IPO Live Updates @Ipoinfo3 1.1K·Sep 2

Amagi Media Labs Ltd: Q1 FY27 Concall Key Takeaways 1.1K·Sep 2

An open web layer over public Telegram — search, stats and channel reading right in your browser, no account, no install.

Not affiliated with Telegram FZ-LLC; all data comes from public sources.

Catalog

Top channels Categories Countries Search

Content

Stickers Emoji Gifts Themes Wallpapers

Help

Tools Wiki Glossary Blockchain Safety Premium Advertisers Advertising

© 2026 TG.ME · G.Media network· Updated 09/01/2026 · v0.2.0 · da526fb

Privacy Terms DMCA & complaints Report a violation

Similar channels

Wealthcreator40.7K subscribers

Fundamental Analysis (Long term)45K subscribers

BROKERAGE REPORTS23.2K subscribers

𝗟𝗼𝗻𝗴 𝗧𝗲𝗿𝗺 ®™22.4K subscribers

𝙎𝙝𝙤𝙧𝙩 𝙏𝙚𝙧𝙢®™31.7K subscribers

❁Stocks❁ ❁Result❁& BREAKING News21.7K subscribers

Learn With OM1.3K subscribers

Sridhar Balakrishnan 🇮🇳🏆💰13.3K subscribers