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Reports Archive
Date Heading Pages Author Download
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