Скачать или смотреть Gandhar Oil Refinery Detailed Analysis - Stock of The Week | Brighter Mind

What will you do, when you are expecting recovery in a sector, but the valuation in sync with growth is very high.
The industry is in mature phase and don’t want to pay very high Valuation.
Is there any valuation arbitrage available?
That’s the central idea of this week stock of the week
We are talking about FMCG industry and its growth drivers , the pain in the industry and the opportunity ahead
the FMCG market in India stood at $167 billion in 2023.
Out of the total, 50% is comprised of products from the household and personal care category, while food & beverages contributes 31% to the total FMCG sales in India. The rest 19% comes from healthcare-related items.
In its outlook for 2024, NielsenIQ noted that the Indian FMCG market remains resilient and pegs it to grow at 4.5-6.5 per cent in 2024 in value terms.
India’s fast-moving consumer goods (FMCG) industry grew 6.4 per cent in volumes in the October-December quarter on the back of positive consumption across the country, NielsenIQ (NIQ) has said in its report.
The research firm said value growth in the industry stood at 6 per cent in the quarter.
In rural areas, there has been a sequential slowdown in volumes growth with consumption experiencing a slight decline during this quarter.
The decline, however, is more pronounced in urban areas. Traditional trade has witnessed lower consumption sequentially at 5.3 per cent in the quarter ended December compared to 7.5 per cent in the July-September quarter.
On the other hand, modern trade witnessed double-digit growth in consumption at 16.8 per cent.
Changes in lifestyle drive the development of the FMCG market in India significantly.
Drivers: Population growth, Urbanisation, income growth, consumer preference, online retailing.
The Indian FMCG industry experienced a 6.5 per cent growth in volume terms at a national level in the January-March period of 2024, with rural consumption surpassing urban for the first time in five quarters, according to consumer intelligence firm NielsenIQ.
home and personal care (HPC) categories have outperformed food categories. While food categories witness higher unit purchases, the growth in HPC is largely driven by the popularity of larger pack sizes.
The quarterly snapshot pointed out that there is a consumption slowdown in urban and modern trade, while there is an uptick in rural and traditional trade
The quarterly snapshot pointed out that there is a consumption slowdown in urban and modern trade, while there is an uptick in rural and traditional trade
In a recent earnings call, Mohit Malhotra, CEO, Dabur India, “ Rural growth is coming back.



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