State of Agritech - 31st May 2024

You can check out the commentary spurred by this meme I created from a nostalgic TV commercial of my childhood days.

In Today’s Edition:

01/ Double-clicking on Gates Ag One

Gates Ag One wants to operate ‘with the mission of a non-profit and the agility of an accelerator’ and leverage its ‘unique convening power and patient capital’ to reboot Green Revolution with a new paradigm of biological innovations for smallholder farmers. Can this model succeed in unlocking impact? What other Impact Middlemen models are we seeing in smallholding contexts? (courtesy: Sattva and Nudge Institute)

02/ Interpreting Q4 results of Dhanuka Agritech, Rallis, Bayer Crop Science India, Coromandel, PI Industries and UPL

03/ Making Sense of Polybee