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Hair oil penetration in India is 90% + and there have been huge wealth creators from this space over last 2 decades
We were recently looking at co. which hasn't done well but is making amends under new team
In the process looked @ hair oil industry...some details 🧵
(1/n)
We were recently looking at co. which hasn't done well but is making amends under new team
In the process looked @ hair oil industry...some details 🧵
(1/n)
Hair oil is a product formulated to nourish, moisturize, and promote the health of hair and scalp
Hair oils are formulated with specific ingredients to target different hair concerns & achieve various desired effects -
shine, blackness, frizz control, hair growth, etc.
(2/n)
Hair oils are formulated with specific ingredients to target different hair concerns & achieve various desired effects -
shine, blackness, frizz control, hair growth, etc.
(2/n)
Types of Hair Oil available in the market
Coconut Oil
Almond Oil
Amla Oil
Olive Oil
Castor Oil
Onion Oil
Jojoba Oil
Ayurveda Oil
Key Market Segmentation
By Ingredients, by Price, by Consumer, by Distribution Channels
(3/n)
Coconut Oil
Almond Oil
Amla Oil
Olive Oil
Castor Oil
Onion Oil
Jojoba Oil
Ayurveda Oil
Key Market Segmentation
By Ingredients, by Price, by Consumer, by Distribution Channels
(3/n)
Stocks which made 52 week high today (1/n):
#3MIndia
#ActionConst
#AndhraCement
#ArmanFinancial
#ArrowGreentech
#Arvind
#ArvindSmart
#AshianaHousing
#AsianHotels
#AvalonTechnolo
#BajajAuto
#Stockmarket
#3MIndia
#ActionConst
#AndhraCement
#ArmanFinancial
#ArrowGreentech
#Arvind
#ArvindSmart
#AshianaHousing
#AsianHotels
#AvalonTechnolo
#BajajAuto
#Stockmarket
Stocks which made 52 week high today (2/n):
#Beardsell
#BharatBijlee
#BharatDynamics
#BharatWireRop
#BhartiyaInter
#BirlaCable
#BirlaCorp
#CanFinHomes
#CCLProducts
#CentumElectron
#ChoiceInternat
#Stockmarket
#Beardsell
#BharatBijlee
#BharatDynamics
#BharatWireRop
#BhartiyaInter
#BirlaCable
#BirlaCorp
#CanFinHomes
#CCLProducts
#CentumElectron
#ChoiceInternat
#Stockmarket
Stocks which made 52 week high today (3/n):
#ControlPrint
#Craftsman
#CRISIL
#DalmiaBharat
#DatamaticsGlob
#DeltaCorp
#DevInformation
#DynamicService
#EmkayTaps
#eMudhra
#Stockmarket
#ControlPrint
#Craftsman
#CRISIL
#DalmiaBharat
#DatamaticsGlob
#DeltaCorp
#DevInformation
#DynamicService
#EmkayTaps
#eMudhra
#Stockmarket
#results #earnings #Q3FY22
#KotakMahindraBank #Larsen&Toubro #DrReddy’sLabs #BritanniaIndustries #Vedanta #Marico #3iInfotech #AptusValueHousingFinance #ArvindSmartSpaces #AsahiIndiaGlass #Atul #AUSmallFinanceBank #BajajHealthcare #BharatElectronics #BlueDartExpress
#KotakMahindraBank #Larsen&Toubro #DrReddy’sLabs #BritanniaIndustries #Vedanta #Marico #3iInfotech #AptusValueHousingFinance #ArvindSmartSpaces #AsahiIndiaGlass #Atul #AUSmallFinanceBank #BajajHealthcare #BharatElectronics #BlueDartExpress
STRONG #MONOPOLIES
#IRCTC > 100% Market share in Rail Network.
#IEX >90% market share in power trading.
#Zyduswellness >90% market share in sugar free product.
#Eichermotors >85% market share in 250cc bikes category.
#MCX >85% market share in commodity trading.
1/n
#IRCTC > 100% Market share in Rail Network.
#IEX >90% market share in power trading.
#Zyduswellness >90% market share in sugar free product.
#Eichermotors >85% market share in 250cc bikes category.
#MCX >85% market share in commodity trading.
1/n
#Coalindia >80% market share in coal production in India.
#ITC >75% market share in cigarettes.
#HondaSiel >75% in portable power generators.
#HindustanZinc >75% market share in primary zinc industry.
#AsahiIndiaGlass >70% market share in automotive glass.
2/n
#ITC >75% market share in cigarettes.
#HondaSiel >75% in portable power generators.
#HindustanZinc >75% market share in primary zinc industry.
#AsahiIndiaGlass >70% market share in automotive glass.
2/n
#NRBBearings >70% market share in needle roller bearings.
#Pidilite >65% market share in adhesives.
#CAMS >65% market share in RTA within mutual fund industry.
#TimeTechnoplast >65% market share in polymer based industrial packaging.
3/n
#Pidilite >65% market share in adhesives.
#CAMS >65% market share in RTA within mutual fund industry.
#TimeTechnoplast >65% market share in polymer based industrial packaging.
3/n
#MarketAtClose | Market Closes Near Day’s Low With Financials Being Top Losers
#Market Erases Half Of Week’s Gains With Today’s Fall
#Sensex & Nifty Slip 2% Each & Nifty Bank Is Down 3%
#Market Erases Half Of Week’s Gains With Today’s Fall
#Sensex & Nifty Slip 2% Each & Nifty Bank Is Down 3%
#MarketAtClose | Banking Heavyweights Like HDFC Bk, ICICI & Kotak Bk Are Top Losers
#Nifty Falls 264 Points To 14,631 & Sensex 984 Points To 48,782
#NiftyBank Drops 933 Points To 32,782 & Midcap Index 91 Pts To 24,196
#Nifty Falls 264 Points To 14,631 & Sensex 984 Points To 48,782
#NiftyBank Drops 933 Points To 32,782 & Midcap Index 91 Pts To 24,196
#MarketAtClose | 4 Of Top 5 Nifty Losers Are Financials; HDFC, HDFC Bk, ICICI Top Losers
#OMCs Gain On CS Report Of Cos May Look To Raise Fuel Prices Post May 2
#Pharma Stocks Continue To Gain On Drug Demand; Divi’s Lab Up 4%
#OMCs Gain On CS Report Of Cos May Look To Raise Fuel Prices Post May 2
#Pharma Stocks Continue To Gain On Drug Demand; Divi’s Lab Up 4%
STRONG MONOPOLIES :
#IRCTC* 100% Market share in Rail Network.
#IEX* >90% market share in power trading.
#Zydus wellness* >90% market share in sugar free product.
#Eicher motors* >85% market share in 250cc bikes category.
#MCX* >85% market share in commodity trading.
#IRCTC* 100% Market share in Rail Network.
#IEX* >90% market share in power trading.
#Zydus wellness* >90% market share in sugar free product.
#Eicher motors* >85% market share in 250cc bikes category.
#MCX* >85% market share in commodity trading.
#coalindia India* >80% market share in coal production in India.
#ITC* >75% market share in cigarettes.
#HondaSiel* >75% in portable power generators.
#Hindustan Zinc* >75% market share in primary zinc industry.
#AsahiIndia Glass* >70% market share in automotive glass.
#ITC* >75% market share in cigarettes.
#HondaSiel* >75% in portable power generators.
#Hindustan Zinc* >75% market share in primary zinc industry.
#AsahiIndia Glass* >70% market share in automotive glass.
#NRB Bearings* >70% market share in needle roller bearings.
#Pidilite* >65% market share in adhesives.
#CAMS* >65% market share in RTA within mutual fund industry.
#TimeTechnoplast* >65% market share in polymer based industrial packaging.
#Pidilite* >65% market share in adhesives.
#CAMS* >65% market share in RTA within mutual fund industry.
#TimeTechnoplast* >65% market share in polymer based industrial packaging.
#Marico clearing its ways to optimize costs and focus on margins!
@SumitResearch @unseenvalue @datta_arvind @Panks_Arora @AvinashGoraksha
🧵
@SumitResearch @unseenvalue @datta_arvind @Panks_Arora @AvinashGoraksha
🧵
1/ What happened?
-The company is eyeing cost savings to the tune of ₹150 crore as it partly absorbs the price increase in key raw materials like copra, sunflower and rice bran.
-The company is eyeing cost savings to the tune of ₹150 crore as it partly absorbs the price increase in key raw materials like copra, sunflower and rice bran.
2/ How will it do?
-It has cut back on over 100 stock keeping units (SKUs).
-These SKUs were contributing nearly only 1% of turnover and hence it made no sense to continue with such a long tail.
-It has cut back on over 100 stock keeping units (SKUs).
-These SKUs were contributing nearly only 1% of turnover and hence it made no sense to continue with such a long tail.
Mumbai #khaanaChahiye ?
Project #KhaanaChahiye ?
Day 4/1st April : 4700 hot meals distributed to those in need
Western E Highway -1500
Eastern E Highway - 1000
Masjid Bunder -2200
Thank u partners, volunteers & supporters @LTP_India @projectmumbai1 @BUS_IND @thebohrikitchen
#MumbaiFightsCorona
Day 4/1st April : 4700 hot meals distributed to those in need
Western E Highway -1500
Eastern E Highway - 1000
Masjid Bunder -2200
Thank u partners, volunteers & supporters @LTP_India @projectmumbai1 @BUS_IND @thebohrikitchen
#MumbaiFightsCorona
Project #KhaanaChahiye ?
Day 5/2nd April : 4560 hot meals distributed to those in need thanks to our brave team on the ground ❤️
Western E Highway -1360
Eastern E Highway - 1000
Mumbai Central -2200
@LTP_India @projectmumbai1 @BUS_IND
#MumbaiFightsCorona #COVID19Pandemic
Day 5/2nd April : 4560 hot meals distributed to those in need thanks to our brave team on the ground ❤️
Western E Highway -1360
Eastern E Highway - 1000
Mumbai Central -2200
@LTP_India @projectmumbai1 @BUS_IND
#MumbaiFightsCorona #COVID19Pandemic
Marico CMP 337
👎Uninspiring performance over the last 1 year
👎Headwinds in the hair oil segment have hurt recent operational performance
👍25% of the hair oil market is still in the unorganized space and this offers growth opportunity
#Marico
#FMCG
👎Uninspiring performance over the last 1 year
👎Headwinds in the hair oil segment have hurt recent operational performance
👍25% of the hair oil market is still in the unorganized space and this offers growth opportunity
#Marico
#FMCG
👍H2 FY20 would see better volume growth due to price cuts
👍Improvement in gross margins due to the lower prices for RM
👍In Q2 FY20, copra prices were lower by 10% YoY & Mgt expects prices to remain in lower range in near term
👎Vol growth was also hurt by flood like situations
👍Improvement in gross margins due to the lower prices for RM
👍In Q2 FY20, copra prices were lower by 10% YoY & Mgt expects prices to remain in lower range in near term
👎Vol growth was also hurt by flood like situations
👍Building/Expanding new biz such as food franchise, skin care, male grooming range & serums
👍This will reduce dependancy on Parachute & Saffola
👍Foods franchise posted strong growth of 34% YoY
👍Modern trade (29% sales growth in Q2) & e-commerce (75% YoY) continue to do well
👍This will reduce dependancy on Parachute & Saffola
👍Foods franchise posted strong growth of 34% YoY
👍Modern trade (29% sales growth in Q2) & e-commerce (75% YoY) continue to do well
#Theunusualbillionaire #Asianpaints "‘Champakbhai used to say that “Gareeb apni dahleej zaroor rang karega, poora... amzn.in/9Wh5uk2
Mangesh Pathak, a former employee of #AsianPaints, told me in, ‘Within six months of joining Asian Paints in 1996 as a management trainee, I was given independent responsibility to manage one of the six regional distribution centres.’" #TheUnusualBillionaires #SaurabhMukherjea
Jalaj Dani, member from one of the promoter families of #AsianPaints, also told us, This firm has had a culture that has allowed the professionals to do what they like to do, which results in people delivering great ideas and doing great things.’" #TheUnusualBillionaires
Fishing boats to small stores, @amazon will stop at nothing to win in India #DesigningTomorrows #design #hcd #retailfutures #Retail #localization #india
ow.ly/LZUM30mMkxX
ow.ly/LZUM30mMkxX
#Trends #Retail A large Indian FMCG company, #Marico using #MachineLearning & #Analytics to grow not only their own business but helping their distributors grow simultaneously #DesigningTomorrows #RetailFutures #AI #ML
livemint.com/Companies/NUlR…
livemint.com/Companies/NUlR…
#Trends #Retail Brick & mortar retail is having a moment. @Fahrenheit212 What can we learn from the successes and make it a movement. written by @#DesigningTomorrows #RetailFutures #Storytelling
fahrenheit-212.com/boiling-point/…
fahrenheit-212.com/boiling-point/…
JUST IN @KyrstenSinema statement on undecided #AZSEN election. @MarthaMcSally leads by 15,000 votes statewide but trails by 8,000 (out of 979K cast) in Maricopa County. There are an estimated 500K uncounted ballots in Maricopa. Update on uncounted ballots at 10 am. #12News
UPDATE @azcentral estimates 100K uncounted ballots in Pima County - Sinema winning there 56-44 - and 300K in Maricopa County. I haven't been able to confirm. #AZSEN
