Ideas for Profit | Here's why Vidhi Specialty's business model makeover and capex plans need a close watch

Vidhi Specialty Food Ingredients' operational performance has seen a strong transformation in the last few years. It is consistently adding high margin products to its portfolio. As a result, operating margin has seen a sharp improvement over the years.

However, uncertainty regarding its expansion plans, as its current capacity is fully utilised, has been a keen concern for investors. Takeaways from its recently held annual general meeting (AGM) have been encouraging on this front.

The stock has nearly doubled from our recommended price level in December, 2019.

In this edition of Ideas for Profit, Moneycontrol's Sakshi Batra explains why this food colour company’s business model makeover and capex plans need a close watch.