3 #BRILLIANT Charts on the state of #BHARAT
1st time in 40 Years, Indias #FMCG #Volume growth has been 0% for 3 Consecutive years (FY20-FY23) Thanks to #Modinomics Policies hurting 80% of India's Poor
Data from India's Biggest FMCG Company
100% FACT, 0% NARRATIVE
1st time in 40 Years, Indias #FMCG #Volume growth has been 0% for 3 Consecutive years (FY20-FY23) Thanks to #Modinomics Policies hurting 80% of India's Poor
Data from India's Biggest FMCG Company
100% FACT, 0% NARRATIVE
@HUL_News Data on India's ENTIRE FMCG Industry Volume Growth for FY23 (MAT)
URBAN & RURAL India: -4% Year Over Year
RURAL India: -7% Year Over Year.
* MAT is Moving Annual Total (12 Month Volume)
URBAN & RURAL India: -4% Year Over Year
RURAL India: -7% Year Over Year.
* MAT is Moving Annual Total (12 Month Volume)
@HUL_News Data on India's ENTIRE FMCG Industry Volume Growth for FY22 (MAT)
URBAN & RURAL India: +0.5% Year Over Year
RURAL India: -3% Year Over Year
* MAT is Moving Annual Total (12 Month Volume)
URBAN & RURAL India: +0.5% Year Over Year
RURAL India: -3% Year Over Year
* MAT is Moving Annual Total (12 Month Volume)
@nielsen Data on India's ENTIRE FMCG Industry Volume Growth for FY21 (MAT) - Covid Year
URBAN & RURAL India: - 5% Volume Growth (Appx)
* MAT is Moving Annual Total (12 Month Volume)
URBAN & RURAL India: - 5% Volume Growth (Appx)
* MAT is Moving Annual Total (12 Month Volume)
For some reason @HUL_News used to share the 3 year Cumulative Price and Volume growth for ENTIRE FMCG Industry till Sept-2022 Quater & then stopped sharing it (will check their Annual report)
COMPARING Growth across Non-Covid times over 3 years .. Sep-19 vs Sep-22
COMPARING Growth across Non-Covid times over 3 years .. Sep-19 vs Sep-22
How Much as FMCG Inflation in India been ?
Comparing Prices of Products between 2021 vs 2019 (Pre-covid), Price INFLATION
India: +13.8%
China: +6.4%
Indo: +6.7%
Vietnam: -6%
Thailand: -12%
Malaysia: +2.1%
INDIA INFLATION is HIGHEST in Developing Asia !!
Comparing Prices of Products between 2021 vs 2019 (Pre-covid), Price INFLATION
India: +13.8%
China: +6.4%
Indo: +6.7%
Vietnam: -6%
Thailand: -12%
Malaysia: +2.1%
INDIA INFLATION is HIGHEST in Developing Asia !!
#HindustanUnilever is India's Largest FMCG company & Famous for Lifebuoy, Fair & Lovely, Pond's, Sunsilk, Surf Excel, Rin, Wheel, Dettol, Bru etc
Source of Data: hul.co.in
Source of Data: hul.co.in
Having said all this, the BRIGHTER side is that THINGS are so bad, it cannot get any worse.
So from a stock Mkt view, after 3 years of almost No volume growth, VOLUMES have to pick up โฆ and Pricing Power will remain strong for FMCG companies as Raw Material costs ease.
So from a stock Mkt view, after 3 years of almost No volume growth, VOLUMES have to pick up โฆ and Pricing Power will remain strong for FMCG companies as Raw Material costs ease.
LOTS OF READERS are confused about FMCG volumes referred in the thread:
VOLUMES of the ENTIRE FMCG Industry =
Listed (HindLever, ITC, Dabur, Marico, Tataconsumer, GodrejConsumer, Brittania etc)
+ Private Labelโs,
+ Unlisted Organised FMCG
+ UNORGANISED FMCG Companies
VOLUMES of the ENTIRE FMCG Industry =
Listed (HindLever, ITC, Dabur, Marico, Tataconsumer, GodrejConsumer, Brittania etc)
+ Private Labelโs,
+ Unlisted Organised FMCG
+ UNORGANISED FMCG Companies
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