Fridays with Venky
Agurotech's Moat; Dhanuka's Q4; Ploughman Agro's FY24-25; Otipy's Post-Mortem; Agentic AI Usecases; India's Avocado Zeitgeist; Biolumic's Epigenetic Possibilities; AltCarbon's Ambition
Orientation: It warms the cockles of my heart to see you here. My name is Venky and I write Agribusiness Matters. If you are new here, you could start here. Alternatively, you can check out my e-books from ABM Publication and my 6 hour self-learning course on Global Agritech 101.
State of Agritech - 30th May 2025
1/ Making Sense of Agurotech’s €2.25M Fundraise
Can deep hardware- software integration become a robust moat in the crowded Precision Farming Tech landscape? How does Holland’s Agurotech Compare with Israel’s CropX or India’s Fasal?
2/ Dhanuka Agritech Q4 FY 25 Results
Amidst Dhanuka (Q4 FY24 results)’s burgeoning international ambitions to enter Brazil - the world’s largest agrochemical market - and achieving the milestone revenue mark of Rs. 2000 crores (~240 Million USD), how is Dhanuka playing the margin game in a highly commoditized market ruled by generics?
3/ Impact DNA Agritech Player Ploughman Agro FY 24-25 Results
Can Impact-DNA Agritech players returning organic premium to farmers make regenerative transition a financially viable proposition?
4/ Why Did Otipy Shut down?
Did the Quick Commerce Wave topple Otipy? Does Verticalized F&V Quick Commerce stand a chance in India’s complex F&V Market ?
5/ Can Emerging Agentic AI Work in Indian Agritech Context ? Three Real-World Examples
6/ India’s Avocado Zeitgeist
With Haldiram announcing Avocado treats across its store networks, are we finally reckoning with India’s Avocado Zeitgeist? What would it take for the Indian Avocado Market to discover its fullest potential?
7/ Making Sense of Biolumic’s $8.3 Mn Series-B Fundraise
Can Biolumic offer a complete integrated solution that doesn’t require change in farmer behaviours?
8/ Making Sense of AltCarbon’s $12 Mn Seed Financing Round Fundraise
Can ERW work when India’s soils are predominantly alkaline?