This is what it looks like lower in the cycle.
DMP will absorb the rampant food inflation and sit at lower margins for a long time, squeezing out competition. This is called scale advantage, and they understand it well from the US business (page 1 of every strategy deck).
Wait till this thing is priced ex-growth, it will be in incredible opportunity. Might take a few years yet though.
Ann: Business Update and FY25 Outlook, page-37
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$31.51 |
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Mkt cap ! $2.907B | |||
| Open | High | Low | Value | Volume |
| $30.97 | $31.73 | $30.51 | $6.974M | 221.7K |
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| No. | Vol. | Price($) |
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| Price($) | Vol. | No. |
|---|---|---|
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