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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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Is Africa the next growth driver for Indian companies?

Apr 17, 2013

In this series, Equitymaster examines the attractiveness of the African markets

Marico vs. GCPL: Have acquisitions helped?

Jan 13, 2012

Equitymaster examines whether acquisitions have helped the financials of Marico and Godrej Consumer Products.

Godrej Consumers: Annual report extracts

Aug 7, 2009

Equitymaster's FY2009 annual report analysis of Godrej Consumer shows how the company has performed during the year and how the strategies for growth for the company are proceeding

FMCG: The power of advertising

Aug 4, 2009

Equitymaster analyses how increase in advertisement spending helped consumer goods companies in the June quarter

HUL: Time for a different strategy?

Jul 21, 2009

The article is trying to highlight how HUL's flawed strategy is allowing competitors to gain market share at its expense and how it is trying to rectify the same

FMCG: Where to from here?

Jul 15, 2009

Equitymaster presents an analysis of HDFC Bank's 1QFY10 results. The bank has shown a tepid growth in consolidated advances, while keeping its NPAs under control.

FMCG's Budget wish list

Jun 29, 2009

As the D-day (Budget announcement) comes closer, companies are venturing forth with their expectations, and so FMCG companies are not way behind. Further, with the rain gods not very pleased this year, the Rs 1,016 bn industry is banking on the government to take measures.

FMCG: Braveheart of 2008

Jan 6, 2009

2008 was a year that left companies across sectors looking for some relief from the downward spiral in sales growth and margins. The gloomy outlook for 2009 even persuaded some to cut down sales and retrench employees. While most of the sectors relented to the slowdown pressure, FMCG companies made hay even when the sun was not shining. The BSE FMCG index was down only 16.5% YoY in 2008 (after growing 19.5% in 2007) as against the fall of 52% YoY in the BSE Sensex. In this article we highlight t

FMCG midcaps: Feel good

Aug 21, 2007

Earlier we had analysed the performance of the FMCG biggies for the June quarter. In this article, we have highlighted the performance of the smaller FMCG players namely Marico, Colgate, Godrej Consumers (GCPL) and GSK Consumer.

FMCG Mid-cap: FY07 review...

May 30, 2007

The financial year has come and gone! The annual results that were awaited amidst much hype and expectations have been declared. The performance of the midcap FMCG has been well in line with what we expected. The volume growth continues to be encouraging. The midcap FMCG companies continued their good performance throughout the fiscal. In this article, we bring you an analysis of the performance of 4 mid-cap FMCG companies under our coverage. This analysis comprises of Marico, Pidilite, Godrej

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.

Mr. Godrej on the FMCG sector

Dec 30, 2006

Adi Godrej – the name needs no introduction. As the man in charge of the Godrej Group of companies, he is well known. We caught up with Mr. Godrej to talk about the FMCG sector, and its prospects going forward.

FMCG Mid-cap: 1QFY07 review

Aug 25, 2006

In our last article we wrote on the performance of the large FMCG companies (link) for the June quarter. In this article, we bring you an analysis of the performance of 4 mid-cap FMCG companies. This analysis comprises of Marico, GSK Consumers, Godrej Consumer Products (GCPL) and Colgate.

FMCG: 4QFY06 and beyond

Apr 17, 2006

The time has come for corporate India to unravel their March quarter results, and amongst the most awaited is that of the FMCG sector. The sector is often referred to as the ‘Sun’ and the ‘Moon’, from the perspective of everlasting demand for consumer products. In our view, the March quarter results will reinforce the underlying robustness in demand for consumer products. We have listed some of the major growth drivers for the sector in this article.

FMCG: What to look at?

Dec 7, 2005

With the indices trading close to their all time highs and stock prices already factoring medium to long term growth prospects, investors should be extremely wary, as upside from the current juncture from a short term perspective is way lesser than the downside risk. Although one does not know the peak of the markets, anyone can get caught on the wrong foot and if discovered that the investor has entered at the peak, from that point all he can see is down, nothing up.

FMCG: The smaller the better?

Nov 16, 2005

Last week, we wrote about how large FMCG companies performed in the September quarter 2005 in comparison to the same quarter the previous year and the picture was quite decent. Today, we compare 5 other FMCG companies, albeit this time from the mid-cap space. The five companies included here are Dabur, Godrej Consumer Products, Colgate, Marico and Pidilite.

HLL Vs Clorox: Giants of their world!

Oct 4, 2005

It is a known fact that the per capita consumption of Indians for every FMCG product is one of the lowest in the world and is lower even than other developing nations. This scenario is despite factoring out the Below Poverty Line (BPL) population. In this article we compare India’s largest FMCG company with one of USA’s largest FMCG companies to give a perspective of the available potential for Indian FMCG players.

FMCG: Small is beautiful!

Jun 16, 2005

Yesterday we wrote about how large FMCG companies performed in FY05 in comparison to FY04 and the picture was quite bleak. Today, we compare 5 other FMCG companies, albeit this time from the mid-cap space. The five companies included here are Dabur, Godrej Consumer Products, Colgate, Marico and Pidilite.

Gillette: Razor's edge

Mar 14, 2005

Synonymous with shaving and a dominant brand in personal grooming, oral care and portable power products, Gillette USA, operates in India through it's 52% subsidiary Gillette India Ltd. Since India is an upcoming economy, let's see what the company's strategy is for this region and evaluate its journey so far.

“One VAT rate would be a key inflection point for the economy”

Mar 1, 2005

We met Mr. Adi Godrej to get his views on Budget 2005-06. In his usual forthright manner, he gave us the budget's pluses and minuses, holding no punches but giving credit where it was due.


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