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Is Marico's Saffola brand under pressure?

Jul 11, 2013

In this series, Equitymaster examines the woes faced by Marico's Saffola brand

Can you really be a stock market genius? - I

Jun 25, 2013

Equitymaster discusses few excerpts from the book 'You can be a stock market genius'

Is Africa the next growth driver for Indian companies?

Apr 17, 2013

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

Paras acquisition: Has Marico gone overboard?

Feb 23, 2012

Equitymaster discusses the impact of Paras' personal care business buyout on Marico's financials

Marico vs. GCPL: Have acquisitions helped?

Jan 13, 2012

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

FMCG: The power of advertising

Aug 4, 2009

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

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.

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

What lower inflation means to FMCG players?

Nov 19, 2008

The latest statistics on inflation showed that the same has cooled off to a 6-month low and come down to single digits, primarily thanks to lower commodity prices. Since FMCG companies play a major role in driving consumption growth, which is necessary for a slowing economy, we analyse what kind of impact the inflation number can have on the FMCG sector.

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: 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: Effort at efficiency!

Sep 5, 2007

One of the most important areas in a firm is the day-to-day management of working capital. Adequacy or inadequacy of these funds would determine the efficiency with which the daily business may be carried on. Working capital refers to funds invested in current assets.

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: Long way ahead

Jul 11, 2007

The past three years have been good for the Rs 700 bn Indian FMCG sector. The usual growth drivers like penetration, per capita consumption, population and household income have been strong. The share of FMCG items in the Indian consumer's wallet has increased gradually over the past few years.

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

P&G: Mixed quarter!

Jan 31, 2007

Procter and Gamble Health and Hygiene (PGHH) have announced its second quarter and half year results (June-ending company). The company’s topline has grown by 7.7% YoY due to divestment of its detergent manufacturing facility to the parent’s unlisted subsidiary, Procter and Gamble Home Products (PGHP) in 1QFY06. It must be noted that the results of the quarter under review cannot be compared to that of the corresponding quarter of the previous year due to the above-mentioned reason. The bottomli


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