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FMCG

SECTOR | 04 Aug 2016

Patanjali Plant Visit Update 4Aug2016

FMCG

Phillip Capital

Patanjali is a concept, quipped its public relations officer Mr Mishra when we visited Patanjali Ayurved Ltd's sprawling 170-acre plant (Unit 3) in Haridwar aptly named Padhartha (substance). The concept of Patanjali, based on the traditions of ayurveda, seemed ingrained in every person working there. While the company is still a work-inprogress, its direction and intentions are very clear. Patanjali is here to disrupt the FMCG market and it will do so in many categories. The Indian FMCG industry, so far dominated...

FMCG

SECTOR | 20 Jun 2016

FMCG (Update): Monsoon - Rexit

FMCG

HDFC Securities

We believe a good monsoon can matter more for investors than Governor Rajans exit. After two consecutive years of deficient rains, a normal monsoon can rev up India?s stock markets. It will push up the rural economy and help consumer companies post higher volume growth. Most companies in our FMCG universe have 27-50% rural revenue contribution.

FMCG

SECTOR | 16 Sep 2015, 12:00AM

FMCG Sector 16Sep2015

FMCG

Phillip Capital

detergents, paints, oils, and shampoos seeing price deflation. With the global phenomenonofexportingdeflation,FMCGproductpriceappreciationislikelytoremain tepidoverthemediumterm,whichlimitsrevenuegrowthprospectsforstaplesandhighly...