7/17/2019 Sector Update_FMCG_19th Sept 2015

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19/09/2015

Sector: FMCG-FMCD

Analysts: Shubham Aggarwal, Abhi Kothari, Prateek Singh Chauhari

C!"#$%&F%'$ P&!D"C$S S$&A#G(% FMCG MA&K%$

Counterfeit products pose a great threat to the FMCG market. The growth of the counterfeit market has

 been a whopping 44.4% estimated value jumping from upees !"# $illion in "&" to upees &'4$illion in "&4. The sectors estimated to grow at "% but for the packaged goods sector( thanks to

advanced technolog) and innovative packaging emplo)ed b) companies. Though the issue still remains

at large for *M+s who do not have the re,uired capital to invest in technolog).

 '$C )ushes a )eal *to setu) + )lants by en o F./

-TC has planned to setup factories in unjab( /est $engal and 0arnataka mainl) to cater to its non1

cigarette business. The plants will be built in a cluster format and the main focus initiall) would be onfood and then slowl) develop on the personal care front. -TC has also asked keventer foods the

 producer of 2ippee to double the production in the /est $engal plant for the snack that has filled the

void for Maggie.

  0erlin1est ac2uires stake in Future grou)

The $elgium based private e,uit) firm created b) the founding families of 3nheuser1$usch -n$ev has

ac,uired a ".#% stake in the $i)ani led Future group. The stake has been sold b) $1aribas and thedeal lists Future Consumer and Future 5ifest)le as part of the portfolio deal.

&"&A( FMCG MA&K%$S S%% G&!3$4

ural markets have seen an increase in growth of '.'% from the same time last )ear( which stood at

".6%. This growth is mainl) because of the unstable markets and due to the fact that these markets

respond ver) ,uickl) to stimuli. The growth seems like a positive sign but nothing can be said unless

some stabilit) in trends develop

De1elo)ments

7/17/2019 Sector Update_FMCG_19th Sept 2015

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19/09/2015

 

FMCG sector this week gained this week. Major reason for gain as seen from stock chart can be seen

during the time when market had volatilit) due to 7* fed rate speculations and market had somewhat

 bullish outlook that Fed would not raise the rate.

Stock: Colgate almolive

&ationale: *hares of Colgate almolive closed &&.8% high as compared to its last week closing price. The

 primar) reason was declaration of stakeholders9 relationship committee meeting on "8th *eptember "&'.

Meeting is scheduled to consider and allot bonus e,uit) share in the proportion of & :one; e,uit) share for ever)

& :one; e<isting e,uit) share held b) the Members.

 Stock: =industan 7nilever 

&ationale: =industan 7nilever>s stock witnessed gained &."% after brokerage firm $arcla)s has upgraded

=industan 7nilever form ?e,ual weight> to ?overweight>. The brokerage frm has greater confdencein outlook or the company's consumption spending.

Market Perormance

$o) Perormers

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19/09/2015

 Stock: +mami

&ationale: +mami stock fell &"% this week 5 @ue to FT*+ rebalancing !"#T$1%&s $arinder !ansal haskept mami in list o stock that (ould re)uire to keep an eye out on.

&eerences

.5  http*//(((.thehindubusinessline.com/companies/announcements/others/stakeholders#relationship#committee#meeting#on#sept#2%#2015/article+,,5---.ece

".   http*//(((.dealstreetasia.com/stories/india#dealbook#belgiums#erlinest#inests#in#uture#groups#mcg#arm#eploride#raises#-%0k#three#times#o#its#initial#target#12%9%/

-.   http*//(((.business#standard.com/article/companies/mcg#companies#

adertising#gets#a#leg#up#1150%2-00+,%1.html.   http*//(((.business#standard.com/article/markets/markets#at#day#s#lo(#

global#stocks#lose#sheen#115091500-921.html5.   http*//the(ire.in/2015/09/0+/get#(ired#+9#orop#in#(riting#mcg#sales#double#

lesbian#comics#and#more#101%/,.   http*//(((.moneycontrol.com/ne(s/local#markets/sense#nity#e#muscle#

as#ed#keeps#rate#frm#mcg#(eak-1-5+%1.html+.   http*//(((.moneycontrol.com/ne(s/stocks#ie(s/buy#mcg#stocks#including#

hul#sudarshan#sukhani-100%01.html%.   http*//(((.moneycontrol.com/ne(s/cnbc#t1%#comments/itc#to#set-#mcg#

plants#by#end#y1,#sources29,95%1.html

#.   * http*//(((.moneycontrol.com/ne(s/market#ne(s/tse#re3ig#keepeyeupl#adani#ports-1--,1.html4utmsourcerearticle

"ner Perormers