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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.

An industry that is never out of fashion

Oct 13, 2010

Equitymaster's analysis of Indian cigarette market

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

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: 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.

FMCG: Outlook 2008

Jan 9, 2008

We believe that in a scenario of a buoyant economy and multiple growth triggers being in place, the FMCG sector should sustain robust growth momentum. We expect new product developments, better health and happier taste buds in the FMCG sector.

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.

Food processing: Indian advantage...

Oct 24, 2007

The food processing industry is the fifth largest industry in India and contributes around 6.3% of the GDP. However, the food processing industry in India is at a nascent stage with only 2% of the total produce being processed. India was once a net food importer but now produces a food surplus, India has the potential to become one of the leading players in the industry, due to its low labor and food production costs, government initiatives (tax holidays) and the availability of raw materials.

Food Processing - Ready to eat?

Sep 26, 2007

Major FMCG players like HLL, Dabur, ITC, and Nestle among others are increasing their presence in food and beverage segment. The massive size of the industry and faster growth in the processed segment is generating interest in the segment from a large number of companies. We give a further insight to the food-processing segment.

Someone's nibbling at the grocery bag!

Sep 12, 2007

Inflation is a bane that has been imposed upon the mankind courtesy his unending greed in a world of limited resources. While there may be a debate over the fact that a steady inflation rate is good for the economy,

FMCG: What is in store?

Jul 18, 2007

The result season is back! With FMCG companies about to announce their results this week, we review the factors that are expected to impact their performance in the coming quarters. Most categories in the FMCG space are expected to grow at a steady rate led by strong consumer demand and low levels of penetration in India and better lifestyle.

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: 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.


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