Скачать или смотреть CLSA On FMCG Shake-Up! Aditya Soman on GST Disruption, Market Share Wars & India’s Consumption Map

CLSA On FMCG Shake-Up! Aditya Soman on GST Disruption, Market Share Wars & India’s Consumption Map

Live from the CITIC CLSA India Forum, CLSA’s Senior Research Analyst Aditya Soman breaks down India’s evolving consumption cycle. From GST-driven disruption in Q2 to the festive recovery, he explains why smaller and mid-tier FMCG players are gaining share, how platforms like quick commerce, D2C, and modern retail are reshaping competition, and why legacy FMCG valuations and ROEs are undergoing a structural reset. A deep dive into market share, consolidation, retail evolution, and India’s long-term consumption boom.

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Chapters:
0:00 Introduction to the CITIC CLSA India Forum and Consumption Trends
0:30 Impact of GST Cuts on Q2 Consumption and Sales
1:00 Market Dynamics: Rise of Smaller Players in FMCG
2:00 Opportunities in Premium Consumption and Market Access
3:00 The Role of Digital Marketing in Scaling Small Brands
4:00 Market Share Shifts: Mid-Tier Companies Gaining Ground
5:00 Acquisition Trends in the FMCG Sector Post-COVID
6:00 Understanding ROE Trends in Indian Consumer Companies
7:00 Shifts in FMCG Valuation Multiples: What to Expect
8:00 The Future of Retail: Modern vs. Traditional Channels
10:00 Consumer Preferences: Choice, Convenience, and Affordability