Discover and read the best of Twitter Threads about #FMCG
Most recents (24)
WILL #ITC Hive off the Non-Tobacco FMCG ?
During Q4 & FY23, Operating PAT Growth delivered by #ITCs non-tobacco #FMCG business has been No1 amongst Peers.
Revenue (+19% YoY) but EBITDA (+76% YoY) & margins a respectable 13.3%
During Q4 & FY23, Operating PAT Growth delivered by #ITCs non-tobacco #FMCG business has been No1 amongst Peers.
Revenue (+19% YoY) but EBITDA (+76% YoY) & margins a respectable 13.3%
Will Investors Attach Super High PE to Non-Tobac FMCH biz ?
I was looking at DABUR, its Consold Op Profit and PAT declined in FY23 vs FY22... its 3 yr CAGR is just 6% (that's way lower than inflation). Its Fwd PE and EV/EBITDA is 47 & 34 respectively (marketScreener.com)
I was looking at DABUR, its Consold Op Profit and PAT declined in FY23 vs FY22... its 3 yr CAGR is just 6% (that's way lower than inflation). Its Fwd PE and EV/EBITDA is 47 & 34 respectively (marketScreener.com)
Now lets look at ITC Non-Tobacco FMCG business. Q4 Segment EBITDA up 76% YoY against Q4 Segment Revenue up 19.4% YoY
#MintPlainFacts | A Mint analysis of 320 #startups pitched on the show examines to what extent they reflect the reality of India’s entrepreneurial landscape.
Read here: livemint.com/companies/star…
Read here: livemint.com/companies/star…
#MintPlainFacts | Over 40% of the pitches have been in the fast-moving consumer goods (#FMCG) space, and 18% in beauty and fashion, the analysis showed.
Read here: livemint.com/companies/star…
Read here: livemint.com/companies/star…
#MintPlainFacts | “Sharks" are the panel of investors the #startup teams need to woo to get money their way. Half of all pitches came from founders from just four cities—Mumbai, Delhi, Bengaluru & Pune.
Read here: livemint.com/companies/star……
Read here: livemint.com/companies/star……
Set a reminder for my upcoming Space! twitter.com/i/spaces/1kvJp…
We are going live in 5!
Follow the thread below for slides!
#nifty50 #NiftyBank #corporateindia
We are going live in 5!
Follow the thread below for slides!
#nifty50 #NiftyBank #corporateindia
Before we begin, here is the Disclaimer
Time for some fun.
Instead of mocking others, let's do some self mocking.
This is the "best collection" of stocks.
I'm going #equalweight.
Just Ten MostBoring Stocks.
All-in-one Hall of fame list.
Presenting
The #BoringStocks of 2023.
Feel free to track & ridicule.
Here we go.
Instead of mocking others, let's do some self mocking.
This is the "best collection" of stocks.
I'm going #equalweight.
Just Ten MostBoring Stocks.
All-in-one Hall of fame list.
Presenting
The #BoringStocks of 2023.
Feel free to track & ridicule.
Here we go.
#HDFC. The mother of all boring stocks. Soon to be #hdfcbank.
Should do better simply because the expectations have never run so low.
1/10
Should do better simply because the expectations have never run so low.
1/10
#COALINDIA. No less boring. Much hated. Much bitched on WhatsApp. Everybody loves to abuse." Dividend play that's a widow stock" is what #BAAP Moghuls will call it on TV.
Most "intelligent investors" feel the same way about its owner as they do about their own mother-in-law.2/10
Most "intelligent investors" feel the same way about its owner as they do about their own mother-in-law.2/10
Varun beverages has been a wealth creator from the time of its listing and is one of the high growth #FMCG companies. I have been following this business and as @ishmohit1 from @soicfinance says, start from the easier business and build on the knowledge.. This is my first
(1/n)
(1/n)
business study and I enjoyed the process. Now, I know what to track in this business and what are the expectations and definitely have more conviction on this. Here is what I learned from its latest concall and few other sources. Please bear with me as I am new to this
(2/n)
(2/n)
1. In Q3 CY2022 VBL presented awesome results with revenue growth ~ 32%, PAT growth ~ 53% and Volume growth ~ 22%. (All numbers are YOY). Volume growth is mostly driven by Sting.
2. Sting (value energy drink) is helping in bringing the realisations higher to Rs 167/case
(3/n)
2. Sting (value energy drink) is helping in bringing the realisations higher to Rs 167/case
(3/n)
In last 4 Months I have suggested 40 Stocks. Here, I am trying to figure out how much money💸💸 would have become by Investing Rs 1 lakh in each of the 40 stocks.
@StocksTreasures @itsqfa @farirf07 @kuttrapali26 @nakulvibhor @JakeraChoudhury
@StocksTreasures @itsqfa @farirf07 @kuttrapali26 @nakulvibhor @JakeraChoudhury
➡️Recommendation Date of #FMCG Stocks is 3 July
➡️#vbl #ITC #RadicoKhaitan #unitedspirits #ubl #emami #hindustanunilever #nestle #tataconsumer
➡️TOTAL INVESTMENT9,00,000
➡️TOTAL VALUE AS PER HIGH11,26,228
➡️%RETURN ON INVESTMENT25.13%
➡️PROFIT2,26,228
➡️#vbl #ITC #RadicoKhaitan #unitedspirits #ubl #emami #hindustanunilever #nestle #tataconsumer
➡️TOTAL INVESTMENT9,00,000
➡️TOTAL VALUE AS PER HIGH11,26,228
➡️%RETURN ON INVESTMENT25.13%
➡️PROFIT2,26,228
➡️Recommendation Date of #Financial Stocks is 9 July
➡️#sbin #ICICIBank #HDFCBank #shriramtransportfinance #mahindrafinance #BajajFinance #KOTAKBANK #AxisBank
➡️TOTAL INVESTMENT8,00,000
➡️TOTAL VALUE AS PER HIGH9,90,458
➡️%RETURN ON INVESTMENT23.80%➡️PROFIT1,90,458
➡️#sbin #ICICIBank #HDFCBank #shriramtransportfinance #mahindrafinance #BajajFinance #KOTAKBANK #AxisBank
➡️TOTAL INVESTMENT8,00,000
➡️TOTAL VALUE AS PER HIGH9,90,458
➡️%RETURN ON INVESTMENT23.80%➡️PROFIT1,90,458
Is India's Consumption is Booming or Bombing ? keep updating the thread with Nuggets ...
Kantar's FMCG Pulse report .. April-Aug 2022.
Average MONTHLY sales of FMCG packs were 19.2 bn, or 62 packs/household, from Apr-Aug 2022
vs PRE-COVID: Average MONTHLY sales of FMCG packs 15 billion or 51 packs/household => 20% Increase in VOLUME
BUT #DEVIL lies in the #detail
Average MONTHLY sales of FMCG packs were 19.2 bn, or 62 packs/household, from Apr-Aug 2022
vs PRE-COVID: Average MONTHLY sales of FMCG packs 15 billion or 51 packs/household => 20% Increase in VOLUME
BUT #DEVIL lies in the #detail
packs bought pre-pandemic weighed 438 grams on average, the size has shrunk to just 309 grams now amid soaring inflation .... thats a 30% reduction in Volume/Pack...
In Other Words, CONSUMPTION per household in FMCG is Down 15% .... Cant recall such a BAD SCENARIO in 35 yrs..
In Other Words, CONSUMPTION per household in FMCG is Down 15% .... Cant recall such a BAD SCENARIO in 35 yrs..
#PreMarketCapsule |26th September, Monday | Edition: 43
In the document ⬇️
1. #Nifty Range and Breadth
2. #Banknifty range and Breadth
3. #Sector Breadth
4. #FII Derivative Activity
5. #Summary of the analysis
In the document ⬇️
1. #Nifty Range and Breadth
2. #Banknifty range and Breadth
3. #Sector Breadth
4. #FII Derivative Activity
5. #Summary of the analysis
#PreMarketCapsule | 6th September, Tuesday | Edition: 35
In the thread⬇️
1. #Nifty Range and Breadth
2. #Banknifty range and Breadth
3. #Sector Breadth
4. #FII Derivative Activity
5. #Summary of the analysis
In the thread⬇️
1. #Nifty Range and Breadth
2. #Banknifty range and Breadth
3. #Sector Breadth
4. #FII Derivative Activity
5. #Summary of the analysis
#PreMarketCapsule | 5th September, Monday | Edition: 34
In the document ⬇️
1. #Nifty Range and Breadth
2. #Banknifty range and Breadth
3. #Sector Breadth
4. #FII Derivative Activity
5. #Summary of the analysis
In the document ⬇️
1. #Nifty Range and Breadth
2. #Banknifty range and Breadth
3. #Sector Breadth
4. #FII Derivative Activity
5. #Summary of the analysis
#VIP Industries
#Q1FY23: Results, Concall, Investor Ppt, Stock Price
YOY: Net sales:⬆️179%; PAT:⬆️2280%
QoQ: Net sales:⬆️64%; PAT:⬆️813%
EPS: ₹4.88 vs ₹0.18 YoY vs ₹0.88 QoQ
Coming of a low base, still a good qtr
Highest revenue qtr ever
+5% growth over Q1 FY20
(Cont'd)
#Q1FY23: Results, Concall, Investor Ppt, Stock Price
YOY: Net sales:⬆️179%; PAT:⬆️2280%
QoQ: Net sales:⬆️64%; PAT:⬆️813%
EPS: ₹4.88 vs ₹0.18 YoY vs ₹0.88 QoQ
Coming of a low base, still a good qtr
Highest revenue qtr ever
+5% growth over Q1 FY20
(Cont'd)
- New launches: 38 in Luggage & 127 in Backpacks
- Entered 68 new towns; added 21 & signed 23 more stores
- The Wedding Collection (Vaani Kapoor), Change The World (Varun Dhawan) campaigns +ve
- EBITDA: 18.3%; Cost controlled; PBT: ₹100cr
- Hard Luggage: 46% of Revenue
(Cont'd)
- Entered 68 new towns; added 21 & signed 23 more stores
- The Wedding Collection (Vaani Kapoor), Change The World (Varun Dhawan) campaigns +ve
- EBITDA: 18.3%; Cost controlled; PBT: ₹100cr
- Hard Luggage: 46% of Revenue
(Cont'd)
- Own & control manufacturing: 79%
- Volume growth: 8% on FY20 base
- Q1 Headwinds: 24% inflation, 90% of loss of biz from Future Group store closure, impacting 15% revenues
- Gross Margin: 49.9% vs 53.3% (Q4FY23) due to 4.9% higher raw material costs, but price⬆️ 2.1%
(Cont'd)
- Volume growth: 8% on FY20 base
- Q1 Headwinds: 24% inflation, 90% of loss of biz from Future Group store closure, impacting 15% revenues
- Gross Margin: 49.9% vs 53.3% (Q4FY23) due to 4.9% higher raw material costs, but price⬆️ 2.1%
(Cont'd)
How we made 8% in 24 days doing nothing !
not a thread 🧵 !
not a thread 🧵 !
⚡️16th June was one the biggest hit on negative side in a day ♥️⚡️
It was the day when we booked our biggest loss.
It was the day when we booked our biggest loss.
⚡️#Nifty was 15500 added dips till 15300
Was confident or would say lucky that it was a point where everyone seemed to be bullish. I was closely watching some clues of bottom formation, spotted none hence decide to enter in tranches
Was confident or would say lucky that it was a point where everyone seemed to be bullish. I was closely watching some clues of bottom formation, spotted none hence decide to enter in tranches
Today is #WorldPopulationDay, which reminds us that while #ElonMusk is determined to contribute to increasing the population, he has also managed to upset the existing one, by backing out of the Twitter deal. Good thing that the markets were more stable, than Musk’s mood. 1/7
Talking about the “impending recession” seems to be the trend. So, it was a surprise last week, when both the #Sensex & the #Nifty went ↑ by almost 3%. Potential reasons? Maybe the cooldown in the prices of #commodities. This helps sectors like #Auto, #Realty, & #FMCG. 2/7
So naturally, both the #NiftyFMCG & #NiftyRealty were ↑ over 5%. #NiftyAuto was also ↑ 3.5%. In fact, every sectoral index was painting the town green. Global indices were also mostly up. The S&P 500 was ↑ 1.94% & the #NASDAQ100 ↑ by 4.6%. 3/7
🧵 The #FMCG industry has become an absolute juggernaut with annual revenue reaching 13-figures! That’s a trillion with a “t”.
A number of rapidly growing health product start-ups are aiming to disrupt this gigantic consumer sector.
And these newcomers are moving quickly.
👇
A number of rapidly growing health product start-ups are aiming to disrupt this gigantic consumer sector.
And these newcomers are moving quickly.
👇
Fast-moving consumer goods, aka FMCGs are products that are sold quickly at a relatively low cost.
The top 40 FMCG companies (incl. @Nestle, @ProcterGamble, @Unilever, @CocaCola and @LOrealGroupe) generated over $1 trillion in revenue in 2020.
The top 40 FMCG companies (incl. @Nestle, @ProcterGamble, @Unilever, @CocaCola and @LOrealGroupe) generated over $1 trillion in revenue in 2020.
Over the last two years, the FMCG sector has grown by 10.4% with the wellness market now estimated to be worth more than $1.5 trillion.
Why are #FMCG distributors across India revolting against manufacturers?
👉If we had to simplify a fast-moving retail chain, it would look somewhat like this -FMCG > Distributors > Kirana store > You
👉If we had to simplify a fast-moving retail chain, it would look somewhat like this -FMCG > Distributors > Kirana store > You
👉And all four participants of the retail chain have a distinct role to play. But for the fast-moving consumer goods or FMCG companies like HUL, Procter & Gamble, Dabur, etc. distributors were a godsend.
👉They were responsible for getting products featured on the shelves of Kirana stores and ultimately pushing them to the customers.
However, this time-tested equation stands changed with the pandemic at play. How? Find out - bit.ly/331vTST
However, this time-tested equation stands changed with the pandemic at play. How? Find out - bit.ly/331vTST
Companies that look up to other companies in the #Retail/#FMCG Space -
Marico - Saugata Gupta loves 2 US brands and as per him they are fantastic in digital marketing - Glossier and Drunk Elephant
Marico - Saugata Gupta loves 2 US brands and as per him they are fantastic in digital marketing - Glossier and Drunk Elephant
Dmart – CEO Navil Noronha was asked organizations that he looks up to and considers as a role model in Retail. He said Costco, Ikea, and Uniqlo. He likes the Culture, the way they think about products, assortment, simplicity, employees, partners, and business."
Dabur - Many brands that are inspirational in branding marketing/space. In the Indian space – there are great examples such as Wow, Botanica, Mamaearth, (A question that I asked on the con call)
1 new chart everyday, it could be from any space ~ equities / commodities / crypto / forex / bonds , etc
Will try to do it daily 🙏💪
Here's the first one 👇
SBI vs BankNifty
Ratio chart has given monthly breakout implying SBI could outperform BN in coming months.
#PB365
Will try to do it daily 🙏💪
Here's the first one 👇
SBI vs BankNifty
Ratio chart has given monthly breakout implying SBI could outperform BN in coming months.
#PB365
Tata Consumer
#1 - Acquired Kottaram Agro Foods Private Limited. Primarily engaged in the business of healthy breakfast cereals and millet-based snacks under the trademark 'Soulfull'
Rationale - Entering into new adjacent categories in the
food space.
More in images 👇
#FMCG
#1 - Acquired Kottaram Agro Foods Private Limited. Primarily engaged in the business of healthy breakfast cereals and millet-based snacks under the trademark 'Soulfull'
Rationale - Entering into new adjacent categories in the
food space.
More in images 👇
#FMCG
Had tried their range of cereals in college, (2015 in a More store in Manipal, so have to say their distribution is good. Even recently have seen their products everywhere from Godrej Nature's basket to Dmart)
The taste was damn good and the cereal type was quite niche
The taste was damn good and the cereal type was quite niche
#2 - Y'day in Starbucks saw that they are selling Sampann range of products (Poha etc) in Starbucks (in addition to the other food products such as Pastries, Puffs, etc)
That makes sense - promote their brands at their outlets
#FMCG #Scuttlebutt
Disclosure - no reco
That makes sense - promote their brands at their outlets
#FMCG #Scuttlebutt
Disclosure - no reco
#Industry Screening Q2 FY21!
We have filtered 5000 companies & Sector wise analyzed their recent Performances.
Find out which industry has performed strongly during this quarter.
Source: Screener & BSE
Special Thanks to @ayushmitt for this amazing platform @screener_in.
We have filtered 5000 companies & Sector wise analyzed their recent Performances.
Find out which industry has performed strongly during this quarter.
Source: Screener & BSE
Special Thanks to @ayushmitt for this amazing platform @screener_in.
#FMCG: Safety is augmenting the growth!
#HUL pivoting to healthier food products and on other side #Emami enters home hygiene segment!
@blitzkreigm @AdeParimal @rishidarda @StraightTalk73 @Vivek_Investor
🧵
#HUL pivoting to healthier food products and on other side #Emami enters home hygiene segment!
@blitzkreigm @AdeParimal @rishidarda @StraightTalk73 @Vivek_Investor
🧵
1/ #HUL
-Making changes to its product composition, including continued lowering of calorie, salt and sugar levels across all food products.
-Objective is to help people transition towards healthier diets and to reduce the environmental impact of the food chain.
-Making changes to its product composition, including continued lowering of calorie, salt and sugar levels across all food products.
-Objective is to help people transition towards healthier diets and to reduce the environmental impact of the food chain.
-Foods portfolio will support a diet providing a max of 5g of salt intake a day by 2022.
-In packaged icecream,95% of products will contain no more than 22g of total sugar and 250 Kcal per serving by 2025.
-In packaged icecream,95% of products will contain no more than 22g of total sugar and 250 Kcal per serving by 2025.
Weekly NIFTY50 analysis thread.
September Week4.
All posts are for educational purposes.
September Week4.
All posts are for educational purposes.
