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ICICI Securities Report
We hosted Mr. Balram Yadav, Managing Director - Godrej Agrovet to discuss the agriculture sector, new farm bills and the tectonic shift in Indian Agri sector.
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Five takeaways -
1. Agri gross domestic product will not be impacted in FY21 considering normal monsoon, better sowing and possibility of higher Kharif production. Up-fronting of NREGA payments is also helping the agri economy.
2. While poultry and milk demand /prices were impacted post Covid-19, there is increase in demand now. Further opening up of economy will also lead to better demand.
3. New farm bills will help to create free pricing and the farmers can benefit. There will be higher focus on quality of agri produce.
4. The investments in rural India (warehousing, cold chain etc) will go up. Aggregator models will also emerge.
5. New opportunities such as agri exports, higher investments in agri production, improvement in quality of fruits/vegetables will emerge.
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