Top Tweets for #FMCGIsLife
Good move by the FSSAI!
Paneer is among the most adulterated ingredients in the country.
Maharashtra led the way, and now the FSSAI seeking this ban across the country.
Good for organized dairy players, even better for the health of consumers.
@fssaiindia #FMCGisLife
FSSAI proposes to ban the sale of analogue paneer made from constituents not derived from milk. The proposal seeks to safeguard consumer interests and ban the practice of marketing analogue products as paneer.
A new launch in an old category!
Ranbir Kapoor launches Flux Theory, along with Kishore Biyani led Think9 Ventures.
Penned some thoughts, would love to know what you think too!
#FMCGisLife
https://t.co/zkX8CzR8kl
Pidilite Says
Demand holding, double-digit volume growth sustained; ground-level sentiment strong
Crude oil at ~$100/barrel is the key near-term variable
Q2 margins will be at lower end of guidance 20-24% due to high-cost raw material
#FMCGisLife
Horlicks' Protein Push and HUL's food business strategy:
- 40% growth via existing categories
- 40% growth from market making
- 20% growth from newer categories
@CNBCTV18Live @HUL_News #FMCGisLife
https://t.co/Ep68YdpunN
Sula falls 4% today
Stock at 139
- Down 80% from all time high of 660
- Down 60% from Issue price of 357
Profit Trend Pre IPO
FY21: 3 Cr
FY22: 52 Cr
FY23: 84 Cr
Profit Trend Now
FY24: 93 Cr
FY25: 70 Cr
FY26: 26 Cr
Aged like vinegar, not wine
#StockMarket #FMCGisLife
United Breweries in focus
Catch the exclusive interview with MD & CEO Vivek Gupta on @CNBCTV18Live soon
#FMCGIsLife
Here are key takeaways from their Capital Market day and interview:
https://t.co/PVpTwjZm39
Milky Mist +7.5%
Mgmnt to CNBC-TV18:
- Will continue to grow revenue over 30% with 14-15% margins
- Blended capacity utilization at 45-50%, have enough growth headroom
- With existing capacity, revenue can grow 2-3X
#FMCGisLife
Solid Q1 Performance from Milky Mist!
- Revenue +44% at 973 Cr
- EBITDA +77% at 144 Cr
- Margins at 14.8% vs 12%
- PAT +9X at 64.7 Cr
Key Internals
- Strong summer season led to increased sales of Ice Creams, Curd and Yogurt
Tempted to put emojis here :)
🍨Ice cream category +60% YoY
🍛Paneer revenue +34% YoY
🧀Cheese and Curd grew 38% and 27% YoY
🧁Yogurt category emerged as a standout performer, with a YoY growth of 153%.
🫕Commissioned a new Cheddar Cheese Plant with the installed capacity to 120 MT per day
@MilkyMistIndia #FMCGisLife @CNBCTV18Live
Varun Beverages in Focus
Incorporates subsidiary, KIVA Spirits & Company, to enter Ready-to-Drink, alcoholic beverages and allied products.
Prathamesh Mishra, former Chief Commercial Officer at Diageo India, appointed CEO & MD of the subsidiary
@CNBCTV18Live #FMCGIsLife
Brainbees
Stock down from 700 to 200
Can it see better times?
Q1FY27
Revenue +13%, EBITDA +80%
Overall revenue growth at 5 Qtr High
India Revenue growth at 7 Qtr High
Net Loss Narrows from 67 Cr to 44 Cr
GMV offline grows mid-teens
#FMCGisLife @CNBCTV18Live #FirstCry
Jyothy Labs -6%
Another Weak Qtr
- Revenue +3% at 773 Cr
- EBITDA -48% at 64.7 Cr vs 124 Cr
- Margins at 8.4% vs 16.5%
- PAT -50% at 47 Cr vs 97 Cr
Stock -65% from peak!
#FMCGisLife
Godrej Consumer -10% on Sudhir Sitapati's resignation
GCPL Stock Price:
- May 11, 2021: 716, Pre-appointment
- May 12, 2021: 873, +22% Post-announcement
- Aug 11, 2026: 1025, Pre-resignation
- Aug 12, 2026: 922, -10% Post-resignation
@CNBCTV18Live #FMCGisLife #StockMarket
Sudhir Sitapati resigns from Godrej Consumer as MD & CEO with immediate effect, much before his term ends in 2031
Surprising exit!
Aasif Malbari (current CFO) appointed MD & CEO for 5 yrs
Explains why the stock underperformed despite decent numbers
#FMCGisLife @CNBCTV18Live
Sudhir Sitapati resigns from Godrej Consumer as MD & CEO with immediate effect, much before his term ends in 2031
Surprising exit!
Aasif Malbari (current CFO) appointed MD & CEO for 5 yrs
Explains why the stock underperformed despite decent numbers
#FMCGisLife @CNBCTV18Live
BIKAJI
Mgmnt Says
- Q1 Margins impacted by increased expenditure on Ad Production
- Target at least 15% margins for FY27
- Value growth will be 15-16% in FY27, with 11% volume growth
- Focus states will continue growing >20-25%
#FMCGisLife @bikajifoodsbkn
https://t.co/TU8gZwGHpB
Marico
Key takeaways from chat with Saugata Gupta
Target high single digit volumes, but won’t rule out a few quarters of double digit growth
Focusing on premium part of edible oils
Target 15000 cr revenue in FY27 with margin above of 20%
#FMCGisLife
https://t.co/IHCVMVnG5i
METRO BRANDS Q1
Resilient show in a seasonally weak qtr
Revenue +15% at 720.4 Cr
EBITDA +11% at 215 Cr
Co Added 9 Stores in Q1, Total at 1041
Co Says:
- Demand relatively muted during April and May due to external factors
- Consumer sentiment improved from mid-June
#FMCGisLife
Nestle -5%
Analyst day today!
From the ppt - Demand Could Moderate.
Imp to track, given stock at record high and premium valuations to sector!
@NestleIndia @CNBCTV18Live #FMCGisLife
Restaurant Brands (Burger King) +10%
- Highest ever quarterly revenue & EBITDA
Domestic Biz:
Revenue +24% at 683 Cr
EBIT +43% at 97.4 Cr
- Burger King India SSSG at 12.6%, highest in 15 quarters
Also,
To Buy PT Sari Burger Indonesia (137 outlets) for ~53 Cr INR
#FMCGisLife
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