“AC Stocks Were Cool, But Ice Cream Was Cooler — Vadilal Enterprises Served 100% Returns While No One Was Looking”
Introduction:
In the sweltering heat of India’s summer, investors naturally ran toward air conditioner stocks — Voltas, Blue Star, Lloyd — chasing the cold breeze. But while everyone was busy cooling their portfolios with compressors, Vadilal Enterprises silently churned out returns hotter than the sun itself.
Yes, Vadilal Enterprises — the humble ice cream distributor — served up over 100% returns in recent months, and investors who scooped in early are now licking their spoons with glee.
CMP? ₹6,243. 52-week low? ₹3,202. That’s a doubler, folks. And they didn’t even need dry ice.
🍨 While the Market Was Melting, This Cone Was Compounding
Let’s be honest. When you think “summer rally,” you think power, FMCG, and maybe Havells. Not many expected a deep-freeze dessert dealer to outperform the Nifty. But Vadilal has turned into the Rasmalai of the rally, leaving even the bluest of blue chips feeling soggy.
While Sensex threw a tantrum, tanking 900+ points and acting like a toddler who dropped his popsicle, Vadilal stayed strong like that one kulfi that doesn’t melt in your hand.
📊 The Numbers That Make You Say “Double Scoop, Please”
Here’s a taste of their quarterly performance over the past few months:
Source table
Quarter
Total Revenue (₹ Cr)
Net Profit (₹ Cr)
Operating Margin
EPS (₹)
Dec ’24
208.3
11.9
12.53%
16.6
Sep ’24
300.9
39
20.49%
54.2
Jun ’24
471.2
77.4
23.82%
107.7
Mar ’24
254.1
27.6
18.20%
38.5
And if you zoom out a bit…
Trailing Twelve Month (TTM) Net Profit: ₹156 Cr
TTM EPS: ₹216.9 😲
That kind of EPS will make even institutional investors go “Acha, ice cream bhi dekh lete hain.”
🔥 The Strategy That Made It Sizzle
So how did this frosty brand end up so hot?
Smart Distribution: Vadilal Enterprises is the marketing and distribution
