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Research And Views Archives | Equitymaster

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Here you will find all the research and views that we post on Equitymaster. Use the tools to customize the results to suit your preference!

















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Food stocks - Are high PEs justified?

Sep 17, 2012

This is the first article of the series in which we compare Shoppers' Stop with Wal-Mart.

FMCG: The ground reality is...

Mar 3, 2010

Equitymaster's observation at various FMCG product outlets

The best FMCG company in India is...

Dec 10, 2009

Equitymaster's analysis of FMCG companies using DuPont analysis

Kraft: Competition heating up?

Sep 10, 2009

Equitymaster gives its analysis and views on the possible scenarios of Kraft Foods acquiring Cadbury

Sugar: Bitter for FMCG

Sep 1, 2009

Equitymaster presents analysis of the effect of sugar shortage, increasing prices and government policies on the FMCG companies

Nestle: A dividend nest

Mar 12, 2009

In the previous article, we had discussed the application on Hero Honda, of a frame work through which one could achieve returns entirely from dividends. In this article we shall discuss the dividend record of Nestle and apply the same frame work to see whether it can be a dividend nest for investors.

FMCG: A defensive play

Mar 19, 2008

The worries of an economic recession in the US are having serious repercussion on the global economy and India is no exception. From the highs of 21,000 in Jan 2008, the BSE Sensex has touched 15,000 in mid March. Further, higher crude prices and rising inflation is adding fuel to the fire.

FMCG: Not fast moving enough

Jan 3, 2008

While the FMCG sector continued with its growth momentum, the sector nevertheless under performed the Sensex in 2007. This can be gauged from the fact that while the Sensex notched gains of 45% in 2007, FMCG index grew by just 20%.

FMCG: The year gone by

Jan 2, 2008

India is the world's twelfth largest consumer market. The Rs 700 bn FMCG sector grew by 12% in 2007. Most of the products in the FMCG space, though at different rates, witnessed growth. The sector had a satisfying year led by a booming economy and consumerism.

Food Processing: What's holding it back?

Dec 14, 2007

In the last few articles we looked at the prospects of the food-processing sector. In this article we highlight the factors that are hampering its growth.

Food processing: Government initiatives

Nov 23, 2007

The Government has been an important catalyst in promoting and developing the food-processing sector. This sector occupies a center stage in the government's pursuit to increase growth of the agri-sector and augment farm incomes.

FMCG majors: Not way behind!

Jun 6, 2007

Like the midcaps, though slower, the FMCG large caps continued to sustain robust growth momentum supported by the shift from the unorganised sector, increased realisations and acquisitions. The pressure from the rising input prices was visible leading to a fall in the margins. We give you a review of the performance of the majors like ITC, Dabur, Tata Tea and Britannia for the year.

FMCG: What lies ahead...

Apr 18, 2007

The result season is back! This time, however, it is the end of the fiscal FY07, and the annual result announcements are expected to be the key factors that will drive the markets in the near-term. India Inc's FY07 results have already started trickling in, with the software companies being the first to report their financial performance, as usual. The FMCG majors would also report their results soon and here we take a look at what lies in store in the future.

FMCG: Where to from here?

Mar 7, 2007

The Indian stockmarket has exhibited weakness in the past two weeks and the negative sentiments across global markets have also played a significant role in contributing to this weakness. Having said that, even in the three-month period between December 2006 and March 2007, the Sensex declined by 8%. In this article, we shall take a look at the stocks in the FMCG sector that have managed to perform better than the BSE FMCG index during the above mentioned period.

FMCG: Shopping time!

Jan 10, 2007

The Rs 690 bn Indian FMCG sector was on an acquisition spree in 2006. As part of growth strategy, many FMCG companies clinched a string of major buy out deals in both domestic and international markets during the year. The companies have made acquisitions not only in the existing segments, but have scouted for acquisitions in newer categories. The FMCG companies have spread their wings across the globe last year.

FMCG: Not really fast moving!

Dec 28, 2006

In 2006, the FMCG sector continued the strong growth momentum started in 2005 after its four years of lacklustre performance in both revenues and profits. This was largely on the back of robust pick up in volumes. The smaller companies, especially, succeeded in improving their market shares, mainly at the cost of their larger peers and in some cases, the regional players.

FMCG: Deserves the interest?

Mar 8, 2006

A while ago, we wrote about how small FMCG companies performed in the December quarter 2005 in comparison to the same quarter the previous year and the picture was astounding, atleast on the profitability front. In this article, we analyse the performance of the larger 5 FMCG companies viz. HLL, ITC, Nestle, Britannia and Colgate. If one were to go by the numbers, there are surprises in the offing.

FMCG: Zero to Hero!

Sep 28, 2005

We were all witness to last week's mayhem on the stock markets, as the indices fell like ninepins and investors suffered heartburns. However, the only index to be spared and the sole gainer during the week was the FMCG index (up 3%). Of course, ITC had played a big role in helping this index to gain ground by virtue of its high weightage in the BSE FMCG Index. Nonetheless, we continue to believe that for a stable portfolio, inclusion of FMCG stocks is inevitable. In this article, we talk about t

HLL: Where is it heading?

Aug 31, 2005

Investors are in a dilemma of sorts over what to do with their investment in the FMCG major, Hindustan Lever Limited (HLL). Over the years, the HLL stock has seen extremes of investor sentiments, ranging from absolute worship to disgruntlement. Although the FMCG sector is showing signs of revival, HLL continued to show paltry growth, until the latest quarter (2QCY05). In this article, we look at HLL's journey over the past half a decade and try and get some answers from its past.

Will FMCG move fast in FY06?

Jun 15, 2005

The results season is over with Tata Tea being the last one to come out with its numbers a few days back. We decided to take the top 5 FMCG companies under our coverage and compare its performance against that of last years. The five companies include HLL, ITC, Nestle, Britannia and Tata Tea.


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