There is a bit of a flux in the Indian FMCG space as far as repositioning/acquiring or testing the beverage space is concerned.
In a matter of a few months two top brands in the health food drinks (HFD) market have changed owners. While Complan was lapped up by Zydus Wellness, Horlicks has a new owner in Hindustan Unilever (HUL).
Broadly speaking there is a bit of a flux in the Indian FMCG space as far as repositioning/acquiring or testing the beverage space is concerned. Impressions of that can be seen in the beverage segment (Coca Cola – Costa), non-carbonated space (Varun beverages manufacturing Tropicana) and milk (Tata sons rejecting M&A proposal for Prabhat dairy).
Sakhsi Batra does a 3 Point Analysis of how HUL could benefit from the Horlicks deal.