Oasis Tradelink Ltd Management Discussions

Global economy

In FY 2024-25, the global economy sustained a moderate recovery, growing at an estimated rate of 3.2%. Growth was supported by consumer spending, easing supply bottlenecks, and stable labor markets. However, the global environment remained challenging, with geopolitical tensions, volatile energy prices, and high interest rates weighing on overall momentum.

Advanced economies showed divergent performance:

The U.S. expanded by 2.5%, driven by consumer demand and technology investments. The Eurozone registered marginal growth of 0.4%, constrained by energy costs and debt concerns. Emerging and developing economies remained the key growth drivers with an average growth of 4.3%, supported by Chinas industrial rebound and Indias strong domestic demand. Global inflation moderated to 4.4% in FY 2024-25, compared to 6.8% in the previous year, but remained above central bank targets in many economies.

Outlook

In 2025, the world economy is projected to continue its growth trajectory, albeit at a slower rate compared to before. Despite the easing of job markets and sustained high prices, consumer spending is poised to be a key driver of this growth. Major economies like the U.S., China, and India are anticipated to contribute to overall expansion, while Europe faces an increased risk of economic downturn due to high government debt levels. Several obstacles lie ahead, including high interest rates leading to costly borrowing, weak consumer demand in certain regions, labor shortages, soaring housing costs, disruptions from less global trade, and geopolitical tensions posing threats to energy supply issues. Aggressive interest rate hikes, escalating debt levels, and the potential for financial crises could further impede economic progress. To effectively navigate these complex challenges, policy makers must exercise caution in their decision-making, implement reforms to enhance productivity, foster global cooperation to revive trade, and address common problems like transitioning to sustainable energy sources. By doing so, sustainable growth can be achieved, benefiting all parties amid the nuanced circumstances faced by different countries.

Indian Economy

Indias economy demonstrated remarkable resilience and growth in FY 2024-25, with GDP significantly outperforming expectations. The Ministry of Statistics and Program Implementation revised GDP growth upwards to 7% from its earlier estimate of 7.6%, marking a substantial improvement from the 7.0% growth recorded in the previous fiscal year. This robust performance has propelled the Indian economy to a milestone of USD 3.5 Trillion, setting a strong foundation for achieving the ambitious USD 5-Trillion target in the coming years

As India progresses towards its economic targets, the country is adopting a multi-faceted approach to growth. While infrastructure development remains a priority, the government is also focusing on key sectors such as energy. India aims to boost its oil refining capacity by over 20% within five years to meet rising energy needs, although volatile crude prices pose a persistent concern. Simultaneously, efforts are being made to reduce reliance on imported edible oils through domestic production incentives and strategic trade partnerships, showcasing a balanced approach to energy and food security. Building on these sector-specific initiatives, India is leveraging broader growth enablers to reinforce its economic trajectory. These include strengthening human capital through skill development initiatives, enhancing the business environment to attract investment, leveraging technology for improved governance, and promoting sustainable development. By focusing on these fundamental drivers of growth, India is positioning itself to not only achieve its economic targets but also to enhance its standing in the global economic landscape, ensuring a more resilient and sustainable path forward.

Outlook

Indias economic prospects remain strong, supported by robust fundamentals like a shrinking current account deficit, high forex reserves, and inflation hovering around 5%. The Reserve Bank anticipates a growth rate of 7% for FY 2024-25, in line with the IMFs forecast of 6.5%, driven by resilient domestic demand. Looking ahead, increasing FDI inflows, a youthful demographic, rising urban incomes, and strategic initiatives in manufacturing, clean energy, export diversification, skills development, business facilitation, and sustainable growth contribute to a positive long-term outlook. Despite challenges like geopolitical

tensions and the shift towards cleaner energy sources, post-election policy consistency is expected to reinforce Indias growth trajectory, positioning it as a crucial market for multinational corporations in the long term.

Industry Overview

Major consumer goods companies are now focused on meeting the demand for ready-to-cook meals, snacks, edible oils, pulses and juices, especially with consumer preferences shifting from unbranded to branded products following COVID. This is leading to a greater demand in the packaged food market in India.

During the period from 2019 to 2025, the Indian retail industry witnessed substantial expansion; it registered a growth of 34%, reaching USD 1.3 trillion from USD 890 billion. This growth has established India as the fifth-largest retail market globally.4 Factors contributing to the growth of the packaged food market include the increasing popularity of quickservice casual restaurants, evolving lifestyles, urbanisation, changing consumer preferences, the expansion of e-commerce services in rural areas and mushrooming contemporary retail outlets.

BUSINESS OVERVIEW:

Our Company was originally incorporated at Ahmedabad as "M/S Oasis Tradelink Private Limited" on 20th November, 1996 under the provisions of the Companies Act, 1956 vide certificate of incorporation issued by the Registrar of Companies, Gujarat, Dadra and Nagar Havelli. Our Company was converted in to a Public Limited Company and consequently the name was changed to "M/S Oasis Tradelink Limited " vide fresh certificate of incorporation dated 22nd August, 2013 issued by the Registrar of Companies, Gujarat, Dadra and Nagar Havelli.

Our Company is registered under the Companies Act, 1956 with registration no. U51909GJ1996PLC031163.

In the past, Oasis manufactures and markets the following products:

• Refined Cottonseed Oil

• Pure Groundnut Oil

• Refined Groundnut Oil

• Refined Sunflower Oil

• Refined Corn Oil

• Pure Mustard Oil

• Refined Soybean Oil

Currently the operation of the company stood suspended and company is not doing any business.

The Registered Office of our Company is situated at Ground Floor, Maruti House Bldg, Toran Dinning Hall, Navrangpura, Ahmedabad Gujarat 380009

Opportunities:

• Sharp increases in demand of branded oil

• Increase in awareness regarding adulteration and increased health consciousness amongst people has further aided the growth of the organized sector

• Growing population needs more oil

• The increasing interest of the global investors in the sector.

• The nascent stage of the new distribution channels offers an opportunity for development.

• Rapid de-regulation in the industry

Regd. Office: Ground Floor, Maruti House Bldg, Toran Dinning Hall, Navrangpura, Ahmedabad-380009 CIN: L51909GJ1996PLC031163 Email id: oasistradelinklimited@gmail.com

Threats:

• The treats of low price competition

• A large number of domestic as well as multinational players

• Highly competitive industry

• Threat of cheap imports

• The companys products have not yet developed the requisite brand image and hence get substituted with other refined edible oil brands especially in the urban markets

• Lack of quality has emerged as a major concern because of the Quick- buck Route being followed in the industry.

• Change in Government policies like increase in import duty.

DISCUSSION ON FINANCIAL PERFORMANCE WITH RESPECT TO OPERATIONAL PERFORMANCE:

The company is not currently doing any business and during the year the income from revenue is Nil.

FINANCIAL RATIO:

CAUTIONARY STATEMENT :

Statements in this management discussion and analysis of financial condition and results of operations of the Company describing the companys objectives, expectations or predictions may be forward looking within the meaning of applicable Securities Laws and Regulations. Forward looking statements are based on certain assumptions and expectations of future events. The company cannot guarantee that these assumptions and expectations are accurate or will be realised. The company assumes no responsibility to publicly amend, modify or revise forward looking statements on the basis of any subsequent development, information or events. Actual results may differ materially from those expressed in the statement. Important factors that could influence the companys operations include governments strategy relating to acquisition of naval platforms, changes in government regulations, tax laws, economic developments within the country and such other factors globally.