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IDBI Capital Report
Covid-19 has made mankind realize its fragility-quotient in this universe.
On similar note, we get to know the fragility-quotient of companies in fast moving consumer good space as well.
The famous quote; ‘One should never cross a river four feet deep on an average’ should always be remembered to protect risk of wealth-destruction.
In this report we attempt to dissect anti-fragile companies which, in our view, will continue to outperform in wealth creation over a long period of time.
FMCG sector has resumed revenue growth within three to four months in the last three Asian crises.
However, since this crisis has forced people to work-from-home and avoid social gathering, we expect companies with high exposure to health, hygiene and food portfolio (a.k.a. anti-fragile companies) to deliver better revenue growth during FY21-22E.
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