Yeh $18.3 Billion ka kharcha kyun ho raha hai?
So, ye ₹1.61 lakh crore (yaani $18.3 billion) ka jo kharcha hua hai 16 million tonnes import par, yeh situation kafi serious hai. Isko control karne ke liye desh mein consumption kam karne ki appeal chal rahi hai. Par ye itna bhi aasan nahi hai kyuki global prices mein fluctuation, geopolitical tension, aur domestic agri issues sab milkar game kharab kar rahe hain.
Companies ka kya scene hai?
Adani Wilmar aur Patanjali Foods jaisi badi edible oil companies market ke complex situation se deal kar rahi hain. Adani Wilmar ka P/E ratio 27.12 hai, Patanjali Foods ka 30.48 aur Agro Tech Foods ka 126.20 hai. Ye valuations dikhate hain ki market ko growth ki umeed hai. Lekin 40-57% tak import par depend rehna ek risk hai.
Global factors jo game bigaad rahe hain
West Asia mein chal rahi tensions ne freight aur energy prices ko affect kiya hai, jis se seedha import costs badh rahe hain. El Niño ka bhi asar ho sakta hai crops par, jis se prices aur badh sakti hain. FAO ka Vegetable Oil Price Index bhi July 2022 ke baad sabse high par hai.
Kya consumption kam karne se fark padega?
Pehle bhi consumption kam karne ko bola gaya hai, par import volume kam nahi hua. Indian Rupee ki volatility se bhi import kaafi mehenga ho jata hai. Lagbhag 93.3903 ke aas paas trade ho raha hai Rupee dollar ke muqable, jo 9% depreciation hai pichle saal se. Ye sab milkar import bill ko aur badha rahe hain.
Future mein kya?
Government ne oilseed production badhane ke liye goals set kiye hain, par demand aur domestic issues ke saamne ye targets kam pad sakte hain. Analyst ka kehna hai ki companies ko input costs aur global price volatility ko manage karna hoga.
