A complete analytics view of every E-mail Confirmation Letter (AOC) issued by the Tamil Nadu Civil Supplies Corporation — covering 10 tender rounds, 21 suppliers, 459,500 MT awarded, and ₹4,650.49 Cr in contract value. April 2026 has no AOC.
Tur Dal fell in every single tender round — six consecutive declines, from ₹1,70,490 to ₹84,830/MT. A 50.2% reduction over 16 months with no reversals.
Tur Dal dominates 2024–2025 (₹3,144 Cr). From 2026 onwards CYL takes over completely — 115,000 MT versus zero Tur Dal. A deliberate portfolio shift.
Aug 2024 round = 40,000 MT across 3 suppliers. Jun 2026 = 75,000 MT across 8 suppliers. Spell structure changed from 3-spell to 4-spell as volumes grew.
21 suppliers, but top 5 hold 55.1% and top 10 hold 82.8%. HHI ~854 = moderately concentrated.
SKS (5 rounds, 75,000 MT), TATA (4 rounds, 58,000 MT), Arunnachala (4 rounds, 46,500 MT) win repeatedly across both commodities.
Large orders split into 3–4 spells, each with its own Security Deposit + agreement. A 15,000 MT order locks ~₹5.84 Cr sequentially.
Two independent procurement lines. Tur Dal shows relentless month-on-month compression; Canadian Yellow Lentil entered at a lower base and compressed further.
April 2026 has no AOC. Value peaks where high rates and high volumes coincide — Dec 2024 and Mar 2025 remain the two heaviest Tur Dal rounds in value terms.
Each round's negotiated rate, with the absolute drop from the previous round annotated. The sharpest single fall was Aug → Oct 2024: −₹31,950/MT.
Percentage of total quantity allocated to each delivery zone. Salem, Madurai and Chennai North consistently receive the largest shares.