Page 14 - Fmcg Sector

Hindustan Unilever's valuation premium over peers hits record high

Trading at 77x, its trailing 12-month net profit against industry average of about 43x

PM's complete silence on economic package worrying: Marico's Harsh Mariwala

In an interview with Viveat Susan Pinto, Harsh Mariwala, chairman, Marico, expresses his fears, saying the road ahead for industry will not be easy

FMCG to remain pricey for a long time despite coronavirus outbreak

Amidst growth concerns in other sectors, better earning visibility and cash surplus position provide comfort

It'll be a positive surprise if earnings grow in FY21, says Jigar Shah

Further fall will depend on whether the coronavirus (Covid-19) situation lasts beyond May-June 2020

HUL, Dabur: Analysts bet on rural-focused FMCG stks amid Covid-19 lockdown

In the past month, HUL shares have gained 5 per cent, while Nestle (India) has risen 1 per cent in a falling market

Coronavirus: Labourers' exodus throws supply chain, production out of gear

Indian kitchens, particularly in the country's cow belt, cannot be run without atta (wheat flour) required to make roti (bread)

FMCG majors forced to scale down operations over Covid-19 lockdown

Manpower crunch forces large-scale factory closures; ITC keeps cigarette manufacturing on hold, continues with food and sanitary products

Falling crude oil price brings good tidings for India's FMCG sector

Staples expected to get cheaper in coming 2 months

Good time for bargain hunting, but buy for long term, say analysts

Investors who picked companies with strong business franchises in the year 2008 or 2012 have seen a multi-fold jump in their portfolio values

We expect markets to remain polarised: Centrum Broking's Nischal Maheshwari

Given the ongoing global risk sentiment, investors are flocking to safe-haven asset classes and avoiding risky EM asset classes, said Maheshwari

HUL volume growth surprises, profit before tax up 14% in December quarter

The company's volume growth is also ahead of the overall FMCG sector's

Consumption a better theme than capex-related bets: Shreyas Devalkar

SHREYAS DEVALKAR tells in an interview with Shreepad S Aute that he believes equities as an asset class would continue to remain attractive

FIIs rejig sectoral exposure ahead of Budget; pick pharma stocks, drop IT

Investors bet in anticipation of easing of regulatory issues in the pharma segment

Budget 2020 wishlist: Here are the key challenges for retail sector

There are disparities in interpretation and implementation at all levels of the government

FMCG recovery likely in 2020; Nielsen, CRISIL predict double-digit growth

According to Nielsen's estimates, India's Rs 4 trillion FMCG market is expected to grow by 10% in calendar year 2020 (CY20)

FMCG sector to expand at 9% in FY20, growth to improve in FY21: Report

The recovery in growth for the fast moving consumer goods (FMCG) sector will begin playing out from March-April 2020 riding on a jump in farm incomes, Crisil Ratings said in its report

Domestic market recovering; we'll bounce back by April quarter: WCCL CEO

He says corporation tax cut is a big exercise. It will take some time for the people to start mobilising the money and setting up factories

FMCGs turning attention on premium, small packs as spending curbs grow

Companies also ensuring visibility on digital and TV

FMCG stares at low growth of 9-10% in 2019 as rural demand loses steam

According to market research agency Nielsen's third quarter numbers, rural growth has plunged to a low 5 percent from a high 20 percent in the corresponding quarter

Unilever cuts sales guidance as growth concerns in India market remain

"In the last month and a half, HUL's stock price has corrected from levels of about Rs 2,179 per share to Rs 1,964 now"