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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.

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: 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: 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: 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.

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.

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: 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: 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: The story continues...

Oct 16, 2006

With results around the corner, lets us analyse some key factors that are at the helm in driving growth for companies in the FMCG sector, and also take a look at the challenges that can impact the overall growth momentum.

FMCG: 1QFY07 review

Aug 18, 2006

In recent times, India’s consumption story, favourable demographics and rising income levels have led to a good performance of the FMCG sector. In this article, we analyse the performance of the larger 5 FMCG companies, viz. HLL, ITC, Nestle, Britannia and Dabur.

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.

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.

ITC: No smoking zone!

Jul 13, 2005

ITC has come to be a synonym for cigarettes in India, with 6 out of the top 10 brands coming from the company’s stable. People usually associate ITC only with cigarettes, often forgetting that the company has other businesses as well. The company, however, did understand the risk of being in a regulated sector and expected the government intervention to increase over time. Considering this risk, the company forayed into the paper manufacturing business two decades ago, which was targeted at back


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