Discover and read the best of Twitter Threads about #fmcg

Most recents (24)

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)
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)
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)
Read 11 tweets
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
➡️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
➡️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
Read 7 tweets
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
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..
Read 15 tweets
#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 Image
1. Demand Zone 17415 to 17250
2. Initiate short below 17250 only
3. Price trading below TMA is bearish
4. Pullback towards TMA and getting red brick is a good place to go short
#Nifty #nifty50 #NIFTYFUT Image
Read 11 tweets
#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
1. Price trading above TMA is bullish
2. Broke out of recent consolidation
3. Near resistance is 18000
4. Support is 17500
#Nifty #nifty50 #NIFTYFUT
Read 11 tweets
#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
1. The marked zone in 'Green' is Demand Zone for Nifty
2. Price has traded there for more time than expected near the Demand Zone
3. Price trading near the demand zone is a negative sign and may have weakened the zone

#Nifty #nifty50 #NIFTYFUT
Read 10 tweets
#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)
- 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)
- 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)
Read 7 tweets
How we made 8% in 24 days doing nothing !

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.
⚡️#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
Read 14 tweets
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
Read 7 tweets
🧵 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.

👇
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.

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.

Read 26 tweets
#NIFTY bottom for the year 2022 is near 15400 - 15100

Mostly will get achieved in month on MAY 2022 only.

After #bottom out #TOP for the year 2022 is near 19100 - 19500 which i am expecting before NOVEMBER 2022

For SECTORAL OUTLOOK check out the thread 🧵
Read 12 tweets
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
👉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
Read 3 tweets
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
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)
Read 4 tweets
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 Image
(2) #DLF monthly chart

#PB365 Image
(3) #VodafoneIdea weekly chart

#PB365 Image
Read 160 tweets
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
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
#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
Read 4 tweets
#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

🧵 ImageImage
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.
-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.
Read 8 tweets
Weekly NIFTY50 analysis thread.
September Week4.

All posts are for educational purposes.
1
#nifty50
#PriceAction
#ADANIENT
Adani enterprises
Read 53 tweets
Hello Traders, Below is our trade plan for upcoming week. It will be a buy & hold portfolio with time frame of 30 trading sessions #NIFTY #BANKNIFTY #fmcg #INFY #TCS #GranulesIndia #Bayercorp #SBIcard #Cipla #tataconsumer #Alltimehigh #Dhoni #DhoniRetires #ThalaDhoni #CSK Image
Below is the link to chart where we have tried explaining the idea behind buy on Granules #Granules #API #momentuminvesting #alltimehigh #ATH

tradingview.com/chart/GRANULES…
Below is the link to chart where we have tried explaining the idea behind buy on Tata Consumer #TataConsumer #fmcg #Nifty #banknifty

tradingview.com/chart/TATACONS…
Read 9 tweets
Hello Traders, Below is our trade plan for upcoming week #NIFTY #BANKNIFTY #RELIANCE #INDIANCHEMICALS #TRADING #FNO #SENSEX #relianceagms2020 #FMCG Image
The list of stocks mentioned in the above list have recently crossed their All Time High #ATH #Momentum #Chemicals #Agrochem #FMCG #Telecom
Below is the link to chart where we have tried explaining the idea behind buy on Tata Consumer #Tataglobal #Tataconsumer #FMCG #Breakout #Momentum

tradingview.com/chart/TATACONS…
Read 8 tweets
Lots of talk about ITC.. people comparing ITC margins with HUL and other FMCG cos.. here are my thoughts.. thread #1/n
First lets look at ITC 10 year fundamentals.. No way its anything less any other good performing co.. It has continually generated good cash..
This is HUL

Compounded Sales Growth
10 Years:6.75%
5 Years:6.10%
3 Years:6.89%
TTM:10.59%

Compounded Profit Growth
10 Years:9.64%
5 Years:11.54%
3 Years:14.11%
TTM:18.67%
Read 11 tweets
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
👍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
👍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
Read 5 tweets

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