Whalesbook
Cola Giants Pehle Se Zyada Pareshaan
India ka cola market global supply chain problems se bahut suffer kar raha hai. Coca-Cola aur PepsiCo jaise companies ke paas aluminium cans ka stock kam padta jaa raha hai. Inka problem yeh hai ki ye log West Asian countries jaise UAE, Bahrain aur Qatar se kaafi zyada import karte hain, aur wahan chal rahe geopolitical issues ne is import ko rok diya hai. Is wajah se retail stores aur online platforms par popular drinks ke liye shelves khaali mil rahe hain, aur log dusre options jaise Coca-Cola Zero Sugar ki taraf jaa rahe hain.
Beer Makers Ki Dhamakedar Strategy
Isi taraf, India ki beer industry jo aluminium cans ki badi user hai, woh is situation ko zyada better tarike se handle kar rahi hai. Inka secret hai inki smart sourcing strategy. Agar 500ml wale cans ki baat karein toh inka 80% production India mein hi hota hai, isliye import pe dependence kam hai. Baki ke liye, beer companies ne Thailand aur Indonesia jaise countries se bhi sourcing kar rakhi hai, jisse unko immediate hit nahi lag raha.
Costs Badhe, Production Mein Bhi Hurdles
Abhi global aluminium prices mein toh bhaari gadbad hai. Ye prices lagbhag 47-50% badh gaye hain aur $3,600 per tonne tak pahunch gaye hain. Isse India mein import bahut mehenga ho gaya hai, aur ab desh bahar se zyada kharidne laga hai. Analysts ka kehna hai ki ye prices $3,000 per tonne tak 2026 mein bhi reh sakte hain, kyunki China mein production cap ho rahi hai aur electric vehicles & infrastructure ki demand badh rahi hai. Domestic production mein bhi kuch challenges hain jaise LPG ki kami aur supply constraints. Halanki, Hindalco Industries jaise companies specialized sheet metal banakar ismein help kar rahe hain.
Reliance Ka Risk Aur Future Plans
Ye pura scene dikha raha hai ki beverage companies geopolitical instability ke liye kitni vulnerable hain. Ek limited source par itna depend karna bahut risky hai. Hindalco ka production badh raha hai, par abhi import pressure toh hai hi. Upar se, badhti import costs companies ke profits par bhi pressure bana rahi hain. Agar yeh supply issues lambi chali, toh Coca-Cola aur PepsiCo jaise companies, jinka P/E ratio lagbhag 24-26 hai, unki valuations par bhi sawaal uth sakta hai. Companies ko shayad PET bottles jaise dusre packaging options par zyada focus karna padega.