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Ep 272 | #askmoneypurse
Original: Ep - 272 | #askmoneypurse .
Takeaway
Freeze-dried coffee's global premiumization benefits Indian players like CCL Products through margin expansion and capacity utilization.
Summary
- Q&A episode covering coffee industry premiumization: freeze-dried (crystal) coffee growing faster globally than spray-dried (powder) โ higher margins.
- CCL Products: Indian instant coffee exporter ramping capacity from 65-70% to 80-90% utilization; cost-plus model insulates from raw material volatility.
- CCL grew from 3,600 tons to 77,000 tons capacity (15x); 85-90% B2B revenue, 76% from exports; own brand Continental Coffee growing in South.
- Coffee acceptance growing in North India too; brands like Blue Tokai expanding market โ opportunity size is expanding.
- Tata Coffee positioned as beneficiary of premiumization trend in domestic market.
coffeeccl-productsstock-pick
Original description
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