Hatsun Agro Product Limited — Investor Meet, 08-09-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Hatsun Agro Chairman highlighted the GST reform as a significant boost, reducing tax on ice cream from 18% to 5% and removing it for paneer. The company plans to pass half the benefit to farmers and half to consumers, stimulating demand and increasing rural spending. This reform could lead to an 8-9% price reduction in ice cream. Management anticipates a 20% growth next year, up from a 12-13% CAGR, driven by this economic boost and recent Capex in new markets like Maharashtra and Telangana. The focus remains on brand strength, not just 'value-added' products. Outlook is confident.