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Research And Views Archives | Equitymaster

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Unilever v/s Procter & Gamble: War of the Worlds

Jul 4, 2013

In this series, Equitymaster examines ongoing battle between global FMCG majors

HUL: Will it make a comeback?

Apr 21, 2010

Equitymaster's analysis of HUL's past performance

HUL: Washing dirty linen in public

Mar 4, 2010

Equitymaster’s analysis of HUL’s recent advertisement campaign for Rin washing power and its possible repercussions

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

HUL: Project Shakti business model overview

Aug 10, 2009

Equitymaster presents the an overview and analysis of HUL's rural distribution programme, Project Shakti

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.

Bottom of the pyramid: The flipside

Jun 8, 2009

In the previous article, we saw the huge opportunity provided by the bottom of the pyramid segment. In this article, we shall take a look at the other side of the coin.

The bottom of pyramid - a mixed opportunity

Jun 5, 2009

India's demographic profile has offered Indian companies several options to cater to diverse profile of customers. However, the segment that has excited the maximum interest in the recent past has been the bottom of pyramid (BOP). First used in 1932 by U.S. president Franklin D. Roosevelt and later highlighted by Professors C.K. Prahalad and Stuart L. Hart in 1998, Bottom of Pyramid (BOP) has caught the eye of many.

Rural India: Glitter in times of gloom

Apr 13, 2009

No company can afford to ignore two third of the consumer population pie.

HUL: The dividend leverage

Mar 16, 2009

In the previous article in the dividend series, we had discussed the application on Nestle India, of a frame work through which one could achieve returns entirely from dividends. In this article, we shall discuss the dividend record of Hindustan Unilever and apply the same frame work.

FMCG: Buffett's pick

Feb 25, 2009

Their resistance to economic cycles has historically helped FMCG companies fetch relatively better valuations as compared to other sectors during economic downturns. But this is not the only reason why this sector has endeared itself to some of the most discerning investors like Mr. Warren Buffett.

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: Strong volumes, margin pressure

Aug 27, 2008

In the June quarter, FMCG companies saw an impressive topline growth. However, rising input prices and inflation took a toll on profitability. In this article we give an insight to the performance of the FMCG companies.

What's pinching FMCG companies?

Jun 18, 2008

Commodity prices have been spiraling in recent times. Not only crude oil prices, but also prices of wheat, palm oil, milk and metals are making new highs. Even petro-derivatives such as high-density polyethylene (HDPE), used for packaging material, have become more costly.

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.


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