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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!


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

Jul 4, 2013

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

FMCG: Best and the worst

Dec 28, 2010

Equitymaster's analysis of the best and the worst performers of the Indian FMCG sector

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

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.

The evolving Indian hair care industry

Apr 12, 2007

Indians have evolved from the 'champi' times, wherein hair oil was considered to be the only product meant for hair care. Today, there are a plethora of options available from shampoos and conditioners to hair dyes and post wash products. In this article we focus on the shampoo segment, which is considered to be one of the fastest growing segment in the hair care industry.

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

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.

Rural India: FMCG hotspot

Jun 2, 2005

As per the latest HLL annual report, 70% of India's population lives in 627,000 villages, creating a huge market for FMCG companies. India's two largest companies have already set shops for their rural patrons. Let’s have a look at their business models.

FMCG: What's it upto?

Apr 11, 2005

Fast moving consumer good (FMCG) stocks have been the talk of the town from sometime now, not because of abnormal returns given to investors unlike all other sectors, but for clearly underperforming even the benchmark indices from a while.

P&G: Past, present and future…

Mar 28, 2005

Procter and Gamble Hygiene and Health Care Limited (PGHH) is the listed Indian arm of Procter and Gamble company USA, which is focused on the twin businesses of health care and feminine hygiene. Under its belt it has two brands namely'‘Vicks' and 'Whisper'. Let's take a look on how the company has performed over the past 5 years.

Colgate: A SWOT analysis

Mar 16, 2005

A name synonymous with the Indian oral care industry, Colgate, is the undisputed market leader in toothpastes with over 45% share in the Rs 21 bn (90,000 TPA) oral care segment. The company's parent has a presence in over 200 countries worldwide. In India, Colgate ranks No.1 in top of the mind recall in many consumer surveys. Let's take a look at the company's journey over the years and what's in for it in the future.

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.

Britannia: Over the years

Mar 8, 2005

In India, one associates biscuits undoubtedly with Britannia. It is the market leader in the Rs 30 bn biscuit segment with over 40% market share, in value terms. It has presence across all segments, from the low-end glucose biscuit to the premium ones. Biscuits are one of the most widely consumed products in India. Consumption cuts across regions, age groups and socio-economic strata.

“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.

ITC: Paradigm shift

Feb 22, 2005

ITC is a name synonymous with the Indian tobacco industry. With a 70% market share in the cigarette category backed by a wide range of brands, ITC is the undisputed leader. Out of the top 10 brands in India, 6 belong to ITC. The company has been in the news recently, first because of the excise relief from the Supreme Court (Rs 8 bn) and consequently, the anguish over the central government’s order of paying up Rs 4.5 bn. In this article, we take a look at the business journey of ITC over the ye

HLL: Where to from here?

Feb 18, 2005

Investors are in a quandary over what to do with FMCG major, Hindustan Lever Limited (HLL). Over the years, the HLL stock has seen extremes of investor sentiment, ranging from absolute worship to disgruntlement. In this article, we look at HLL's journey over the past decade and try and get some answers from its history.

HLL: Profit down but picture looks better

Feb 11, 2005

FMCG behemoth, Hindustan Lever (HLL), has declared its December quarter as well as full year 2004 numbers. The company has reported a marginal recovery in revenue growth during the quarter, which is a better performance as compared to over 3% dip in September quarter topline. For the full year, the company has reported over 2% dip in topline. But price competition took a big toll on operating margins of the company, both for the quarter, as well as for CY04. Consequently, profits have dipped by

P&G and Gillette deal: Implications?

Jan 28, 2005

Reportedly, Proctor and Gamble (P&G) has plans to acquire Gillette globally. Though this is yet to be confirmed, we analyse in this article, the implications of the same on the Indian subsidiaries respectively.

Henkel recast: What's the implication?

Nov 25, 2004

As the small and mid cap rally is picking up, Henkel Spic India is also among the key gainers. The company is the third largest MNC in the detergent space in terms of sales and has recently approved a major restructuring proposal. Let us evaluate the merits of the restructuring and the pitfalls for investors who want to cash in on this opportunity.

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