Industry profile: FMCG is the fourth largest sector in the Indian economy. The retail market in India is estimated to reach US$ 1.1 trillion by 2020 from US$ 672 billion in 2016, with modern trade expected to grow at 20 percent – 25 percent per annum, which is likely to boost revenues of FMCG companies. There are three main segments in the sector – food and beverages, which account for 19 percent of the industry; healthcare which accounts for 31 percent; and household and personal care, which account for the remaining 50 percent. Accounting for a revenue share of around 60 percent, the rural segment is the most significant contributor to the overall revenue generated by the FMCG sector in India and recorded a market size of around US$ 29.4 billion in 2016 and is expected to grow to US$ 220 billion in 2025. Demand for quality goods and services has been rising in rural areas of India due to improved distribution channels for manufacturing and FMCG companies. Semi-urban and urban segments accounted for 40 percent of the overall revenues recorded by the FMCG sector in India.
Company Profile: Procter & Gamble Co. (P&G) is an American multinational consumer goods corporation. It primarily specializes in a wide range of cleaning agents, personal care, and hygienic products. Before the sale of Pringles to the Kellogg Company, its product portfolio also included foods, snacks, and beverages. Currently, the company concentrates on OTC Pharma and is on a buying spree in Europe and the US. Since 2014the company has restructured its operations and sold 100 brands to make itself simple. The company operates in Baby Care, Fabric Care, Family Care, Feminine Care, Grooming, Hair Care, Home Care, Oral Care, Personal Health Care, and Skin & Personal Care. Most companies’ brands have billions of dollars in revenue, and nearly all are global.
Shareholding Pattern: BSE Data
Financials and ratios : [table id=141 /]
Future prospectus: The parent company is aggressively buying OTC pharma assets. It will help India’s business. There are very few companies with such good profiles as Pharma and FMCG. FMCG business in India though facing the Patanjali threat this business is growing. Overall the company is a portfolio stock.