Hatsun Agro Product Limited — Investor Meet, 26-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Hatsun Agro Chairman R G Chandramogan expects a proposed GST cut on dairy products from 12% to 5% to significantly spur demand and exports. He emphasized that current high taxes hinder farmer payments, and a reduction would boost farmer income, production, and India's global export potential. While Q1 saw weaker revenue and margins, the company aims for 15% half-year revenue growth, with the next half projected to be even stronger. Hatsun already exports ice cream to eight countries and sees greater export opportunities. Management expresses confidence in future performance and protecting local farmers from US dairy imports.