BQ Blue’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer BloombergQuint’s subscribers an opportunity to expand their understanding of companies, sectors and the economy.
ICICI Securities Report
Godrej Consumer Products Ltd. under Sudhir Sitapati's leadership is targeting double-digit underlying volume growth over the medium term. . No ifs and buts. We like it. The presentation was jargon-free (a rarity in consumer staples!); it had measurable targets and granular build-up of growth.
Godrej Consumer's refreshed template includes-
focus on penetration-led growth,
focus on category development (we reckon the thought process is that cost of category development is lower than that of chasing market shares),
reducing complexity (can't agree more),
focus on core,
larger, impactful innovations with higher patience and staying power and
save (gross margins, discounts, overheads, non-media above the line) and invest (in media, sampling, talent, digital, automation, distribution).
Click on the attachment to read the full report:
DISCLAIMER
This report is authored by an external party. BloombergQuint does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of BloombergQuint.
Users have no license to copy, modify, or distribute the content without permission of the Original Owner.
As a Subscriber you get
Stories
RECOMMENDED FOR YOU
POPULAR