Agro Tech Foods: Long Compounding Runway in Branded Food

Ashish Kila of Perfect Group presented his in-depth investment thesis on Agro Tech Foods (India: ATFL) at Best Ideas 2021.

Thesis summary:

Ashish’s idea is based on Tom Russo’s twin philosophy of “capacity to suffer” and “capacity to reinvest.” Agro Tech Foods is a subsidiary of ITC Limited (India: ITC), a global food giant. The subsidiary is going through a metamorphosis from a commodity to branded food company.

Agro Tech Foods has a long compounding runway as it continues to launch branded food products from the parent portfolio. The management is extremely focused on their “right to win” before entering any category and has done an excellent job of building a diversified food portfolio. The company continues to experience tailwinds of in-home consumption.

The shares were recently available at an attractive valuation.

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About the instructor:

Ashish Kila is a rank holder CA and MBA from MDI Gurgaon. He has worked with leading investment banks like Goldman Sachs & Morgan Stanley in their equity research division and now is the Director at Perfect Group. Ashish looks after the strategic functions of the group and manages the family office fund. Ashish has over the years conducted seminars on value investing, leadership, productivity and startups (angel investing) in prominent institutions like IIM (Calcutta, Indore), ISB (Hyderabad, Mohali), MDI Gurgaon, IBS Gurgaon, SSCBS, DSE, etc; forums like Octoberquest, MOI Global, CFA Society India; institutional firms like Fidelity, BNP Paribas MF, SBI MF, BOI AXA MF, Ambit House. Ashish & his family undertake social initiatives via the group’s NGO – Perfect Foundation which manages two projects under the aegis of Bhaorao Deoras Sewa Nyas, feeding 2000 people every day free of cost & managing the 300-bed patient attendant facility at AIIMS Trauma Centre.

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