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08 Oct 2016
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FMCG
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HDFC Securities
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Consumer: 2QFY17E Results Preview
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04 Aug 2016
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FMCG
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Phillip Capital
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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...
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20 Jun 2016
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FMCG
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HDFC Securities
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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.
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16 Sep 2015
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FMCG
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Phillip Capital
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detergents, paints, oils, and shampoos seeing price deflation. With the global phenomenonofexportingdeflation,FMCGproductpriceappreciationislikelytoremain tepidoverthemediumterm,whichlimitsrevenuegrowthprospectsforstaplesandhighly...
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