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Table Of Contents

Investment summary
Investment thesis
Input cost inflation a key challenge
Soft commodity prices to increase in long term…
Rising input costs to affect margins; HUL and Marico to be worst affected
Competitive landscape is intensifying…
Stocks performance affected by higher food inflation and intensive competition
Our assessment
Valuation and risks
Valuation snapshot
Risks
Colgate-Palmolive (India) Ltd
Dabur India Ltd
Godrej Consumer Products Ltd
GlaxoSmithKline Consumer Healthcare Ltd
Hindustan Unilever Ltd
Marico Ltd
Nestle India Ltd
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FMCG Sector Report[1]

FMCG Sector Report[1]

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Published by ankjan

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Published by: ankjan on Apr 15, 2011
Copyright:Attribution Non-commercial

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06/23/2012

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