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  • Ideas for Profit |HUL Q1 review: Good operational performance despite demand slack

  • What explains a relatively steady show by the FMCG companies?

  • FMCG is a bright spot in consumption; how investors can play this theme

    We continue to prefer companies that focus on distribution reach, and deploy internal accruals to invest behind their brands. A sustainable way of doing the latter is deploying internal accruals such as cost savings and utilizing super normal profit from other product groups.

  • Ideas for Profit: Strong growth recovery unfolds in HUL; competitive intensity key

    HUL with its high rural exposure (40 percent of sales) and well entrenched distribution network, is amongst the key beneficiaries of further uptick in consumption and related policy announcements, in our view.

  • Why Patanjali may be 'injurious' to health of listed FMCG rivals

    A report by brokerage firm IIFL claims the company is on course to clock revenues of Rs 20,000 crore by 2020, something that can have profound implications for both the fast-moving consumer goods (FMCG) industry at large and several listed players in particular.

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