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Reports Archive
Date Heading Pages Author Download
Jan-17 Food for thought: Package deal: Tapping the health conscious 8 Edelweiss
Jan-17 3QFY17E Results Preview 11 HDFC Securities
Jan-17 Demonetization dents monsoon recovery narrative 24 Motilal Oswal
Jan-17 Prospects Creamier & Cheesier 48 Emkay Research
Oct-16 MarketFresh: FMCG Tracker 22 Religare Research
Oct-16 Q2 Preview: Anaemic quarter ahead 7 Religare Research
Oct-16 Midling Q2 expected 13 Anand Rathi
Sep-16 E-commerce—Potent ingredient in success sauce? 9 Edelweiss Securities
Sep-16 Premiumisation –Way to grow 70 Emkay Research
Sep-16 MarketFresh: FMCG Tracker 21 Religare Research
Sep-16 Ground realities – Rains offer some respite 12 Anand Rathi
Sep-16 Growth slows, balance sheet weakens slightly 17 IIFL
Jul-16 Feet on the ground 39 Nomura Securities
Jul-16 Improving revenues; stabilizing margins 35 ICICI Securities
Jul-16 Millionaire club spirit brands - key consumption trends 5 Religare Research
Jul-16 FSSAI: Globalising food standards in India 12 Edelweiss Securities
Jul-16 India Consumer - Q1 Preview: Scarce levers for growth 8 Religare Research
Jul-16 Consumer Sector Update 46 Way2Wealth
Jun-16 Steady growth, improving profitability 2 ICICI Securities
Jun-16 A growing market despite many hurdles 2 ICICI Securities
Jun-16 MarketFresh: FMCG Tracker - Input cost inching up; pricing action limited 22 Religare Research
Jun-16 Amway India: E-com, experience stores to further fuel growth 25 Edelweiss Securities
Jun-16 India FMCG - Despite slowdown, a better-than-expected Q4 12 Anand Rathi
Jun-16 Consumer Goods - All eyes on monsoon 33 Edelweiss Securities
Jun-16 Consumer Review - No demand pick-up yet; incremental slowdown in rural 10 Motilal Oswal
Jun-16 MarketFresh: FMCG Tracker - RM inflation creeping in; no pricing action yet 18 Religare Research
Jun-16 Autumn of 69–a ground check 4 ICICI Securities
Apr-16 Riding high as consumers go 'natural' 4 Religare Research
Apr-16 Margins to expand despite sluggish revenue growth 7 Centrum Research
Apr-16 Recovery green shoots anticipated 58 Edelweiss Securities
Mar-16 RM cost deflation continues 18 Religare Research
Feb-16 Fifth consecutive harsh hike? 17 Edelweiss Securities
Feb-16 Decent quarter; all eyes on rural stimulus and monsoon 39 Edelweiss Securities
Feb-16 FMCG industry going the natural way 35 Nomura
Feb-16 Indian Spirits Market 36 Credit Suisse
Jan-16 Volumes taper sequentially, input prices softening to drive profitability 22 Motilal Oswal
Jan-16 Poor Sales Growth Trend Likely To Continue 3 Nirmal Bang
Jan-16 Q3 Preview: Festive sales to aid growth 9 Religare Research
Jan-16 RM cost index edges down in November 18 Religare Research
Dec-15 Pointing to a healthy 3Q 8 IIFL
Dec-15 The GST impact 4 Nomura
Nov-15 Bihar's liquor ban: Benefit thy neighbour? 6 Edelweiss Securities
Nov-15 Q2 Review: Still in Slowdown Mode 8 Religare Research
Nov-15 Amul – the undisputed leader in dairy 17 IIFL
Oct-15 Demand recovery soft; margin tailwinds to drive PAT growth 20 Motilal Oswal
Oct-15 Raw Material Cost Decline To Boost Margins 3 Nirmal Bang
Oct-15 Q2 Preview: Benign RM costs to cushion margins 9 Religare Research
Oct-15 FMCG Tracker 18 Religare Research
Sep-15 Demand recovery soft; over to 2HFY16 20 Motilal Oswal
Aug-15 Changing consumer preference driving growth of ready-to-eat snack 5 Care Research
Aug-15 Liquidity crunch: Latest threat to rural growth? 10 Edelweiss Research
Jul-15 Steady demand but improving margins 30 ICICI Securities
Jul-15 Sustained weakness to continue 7 Centrum Research
Jul-15 Urban starting to look up, rural to dampen 64 Edelweiss
Jul-15 Muted Performance Likely Once Again 3 Nirmal Bang
Jul-15 MarketFresh: FMCG Tracker 18 Religare Research
Jun-15 India Consumer Sector 26 Nomura
Jun-15 Q4 Review: Sales below, margins in line 8 Religare
May-15 MarketFresh: FMCG Tracker 18 Religare Research
Apr-15 BRIT, GSK, NEST to get SMP margin boost 7 Prabhudas Lilladher
Apr-15 Demand trends soft; rural consumption catalyst absent 20 Motilal Oswal
Apr-15 Q4 Preview: Margin improvement to kick in 10 Religare
Apr-15 Expect healthy operating performance 8 Centrum Research
Apr-15 No change in demand scenario 15 IIFL
Mar-15 Feedback from investor meetings 5 Nomura
Feb-15 MarketFresh: FMCG Tracker 16 Religare
Jan-15 Return of the Urban Indian Consumer 82 Religare Research
Jan-15 Indian Consumer-The Worst is Behind us 9 IDFC
Jan-15 Weak Sales Growth Likely 3 Nirmal Bang
Dec-14 FMCG Sector - Elephant trails moving towards Urban paths 74 Emkay Research
Dec-14 Playing the commodity correction euphoria? 11 Prabhudas Lilladher
Nov-14 FMCG Sector Update (Cigarettes) 1 ICICI Securities
Nov-14 MarketFresh: FMCG Tracker 16 Religare Research
Nov-14 Road To Success 16 Emkay
Oct-14 September 2014 Quarter Result Preview 3 Nirmal Bang
Jul-14 FMCG - Prefer midcaps to large caps 6 Centrum
Jul-14 FMCG Sector - June 2014 Quarter Result Preview 3 Nirmal Bang
Apr-14 India Industrials - The worst's over 38 Anand Rathi
Mar-14 Spike in input costs adds to the woes 8 Prabhudas Lilladher
Mar-14 Paints - Changing dynamics: Play the colour of change 92 ICICI Securities
Feb-14 Paints - Initiating Coverage 74 Centrum
Feb-14 Religare Consumer Conference takeaways 8 Religare Research
Jan-14 FMCG - Consumption slowdown persists 29 ICICI Securities
Jan-14 FMCG - Q3FY14 Result Preview 5 Centrum
Nov-13 Fishing for stocks? Go with the FMCG sector 8 Emkay Research
Oct-13 FMCG - Q2FY14 Result Preview 5 Centrum
Sep-13 Continues to grow ahead of nominal GDP 32 ICICI Securities
Jul-13 FMCG - Q1FY14 Results Preview 5 CENTRUM
May-13 India Consumer - Hair Oil Day 14 Anand Rathi
Apr-13 Q4FY2013 FMCG earnings preview 7 Sharekhan
Mar-13 VAT increases follow excise hike 3 ICICI direct.com
Mar-13 FMCG Sector Update 3 ICICIdirect.com
Mar-13 FMCG Sector Update 6 CARE Ratings
Jan-13 FMCG - Earnings preview for quarter ended Dec 12 5 BRICS
Jan-13 Q3FY2013 FMCG earnings preview 7 Sharekhan
Jan-13 FMCG - No dichotomy, an ideal quarter 14 ICICI Securities
Dec-12 FMCG - Structural growth here to stay 184 ICICI Securities
Nov-12 Consumer - Alcoholic Beverages: Cheers! 48 Motilal Oswal
Nov-12 Pressure visible on volume growth 5 BRICS
Oct-12 Cigarettes - Action begins 8 ICICI Securities
Oct-12 FMCG - Earnings Preview : Sep 2012 quarter 5 BRICS
Oct-12 Q2FY2013 FMCG earnings preview 7 Sharekhan
Aug-12 Q1FY2013 FMCG earnings review 7 Sharekhan
Feb-12 Standard pack size implementation to reduce pricing flexibility 14 Motilal Oswal
Jan-12 FMCG Sector - Selective Picks 152 PINC Research
Jan-12 Q3FY12 Preview: A stronger quarter ahead 9 Religare Research
Jan-12 No speed breakers to fast moving - Margins to rebound 119 BRICS
Dec-11 New packaging norm to have a negative impact 4 Angel Broking
Oct-11 No respite from margin pressures 10 Religare Research
Sep-11 Consumers Confluence 17 Emkay Research
Aug-11 Q1 FY12 Result Review - Food Processing Sector 10 Unicon Financial
Aug-11 India Consumer : Wallet Watch - Vol 7/11 6 Anand Rathi
Aug-11 India Consumer : 1QFY12 - revenue growth intact, margins lower 8 Anand Rathi
Jul-11 Q1FY2012 Fmcg Earnings Preview 5 Sharekhan
Jul-11 Q1FY12 Preview: Valuations Hitting Peak; Book Profits 10 Religare Research
Jun-11 Who gains if RM cost reduction sustains? 4 India Infoline
Jun-11 The hyper-competition threat 76 India Infoline
Jun-11 Steady Volume growth, Input costs remain high 13 KR Choksey
Apr-11 Margin pressures to continue 10 Religare Research
Apr-11 Rule of the game...Monopoly to win!!! 33 Emkay Research
Apr-11 P&G increases aggression, targeting size 2 JM Financial
Mar-11 FMCG Sector Quarterly Update - Decemebr 2010 12 KR Choksey
Feb-11 Topline strong but margin pressure continues 7 Religare Research
Feb-11 3QFY11 - Revenue growth intact; margins lower 8 Anand Rathi
Feb-11 Confluence Of Events, Being Selective 8 Emkay Research
Feb-11 Foods & Beverages 162 Nomura
Feb-11 India Consumer : CII National FMCG Summit 2011 - Key takeaways 2 Anand Rathi
Jan-11 India Consumer - Key takeaways from meeting with President of ISSPA 2 Anand Rathi
Jan-11 FMCG: The squeeze 86 Motilal Oswal
Nov-10 Indian FMCG: Recent industry interaction attest our thesis 28 Edelweiss Securities
Nov-10 FMCG Sector - CII FMCG Forum 2010 5 PINC Research
Nov-10 FMCG Sector Quarterly Update - Sep2010 12 KRC Research
Sep-10 Post-Monsoon Input Prices & Impact Analysis 18 Motilal Oswal
Jul-10 Q1FY2011 FMCG earnings preview 4 Sharekhan Ltd.
Jun-10 Indian Sector - Fifteen Key Fmcg Themes 50 Edelweiss
Jun-10 FMCG - Monsoon Impact And Category Analysis 28 Motilal Oswal
Apr-10 Q4FY2010 FMCG Earnings Preview 4 Sharekhan
Mar-10 India Consumer : Future Group enters oral care segment with 'Sach' 2 Anand Rathi
Mar-10 Wallet Watch – Vol 3/10 6 Anand Rathi
Nov-09 FMCG Sector Report For Q2Fy10 20 First call India Equity Advisors Pvt. Ltd
Sep-09 FMCG Sector Update - A Raincheck on FMCG 34 Angel Broking
Jun-09 Growth Steady; Valuations Rich 9 Edelweiss
Apr-09 FMCG - Marico and GSK: The trend setters 3 Edelweiss Securities
Mar-09 Ground Reality - Marathwada rural visit reveals downtrading 8 Motilal Oswal
Mar-09 FMCG "Holding" gain 6 Emkay Research
Feb-09 FMCG Sector Update 18 Motilal Oswal
Feb-09 FMCG - Good days to continue 8 Edelweiss Securities
Jan-09 FMCG - Ten reasons why we currently prefer ITC over HUL 18 Edelweiss
Jan-09 Q3FY2009 Fmcg Earnings Preview 5 Sharekhan
Nov-08 FMCG Q2 FY09 Review - Growth in line with expectations 3 India Infoline
May-08 Agri Conference 2008 38 Edelweiss
Apr-08 Indian Food & Agro Products Industry 8 Virtus Global Partners
Apr-08 Indian Food Processing Industry 11 Virtus Global Partners
Jun-07 FMCG sector update 38 Edelweiss
Apr-07 Godrej Consumer Products Ltd.- Earnings Release 18 GCPL
Apr-07 GCPl - Audited Financial Results 3 GCPL
Apr-07 GCPl - Investor Communication 7 GCPL
Feb-07 Hindustan Lever - Earnings Release 2 Hindustan Lever
Jan-07 FMCG Buoyant Festive Season 3 Edelweiss
Nov-06 Quarterly FMCG Update 11 ETIG
Nov-06 Godrej Consumer Products ConCall Transcript 19 GCPL
Nov-06 ITC Investor Presentation 9 ITC
Nov-06 Dabur India - Investor Presentation 27 Dabur India
Nov-06 Colgate Palmolive India - Investor Presentation 45 Colgate-Palmolive
Nov-06 Hindustan Lever - Investor Presentation 11 Hll
Oct-06 ITC 9 --
Oct-06 Marico Investor Presentation 11 Marico
Aug-06 1Q07 Quater Update - FMCG 10 ETIG