Motilal Oswal

December 2009 Consumer Monopolies Standing tall Amnish Aggarwal (AmnishAggarwal@MotilalOswal.com); Tel: +91 22 3982 5404 Nikhil Kumar (Nikhil.N@MotilalOswal.com); Tel:+91 22 3982 5120 Consumer Monopolies Contents Page No. Monopolies rule .................................................................................................. 6 How monopolies are created ...........................................................................7-9 Benefits/implications of a consumer monopoly .......................................... 10-11 How consumer monopolies are placed on the BCG matrix ............................ 12 FMCG accept to accelerate ..................................................................... 13-15 Monopolies are best placed to capitalize uphill growth scenario ...... 16-17 Financial performance and valuations ............................................................. 18 Top picks ...................................................................................................... 19-20 Annexure I - Emerging income trends in urban and rural India .............. 21-23 Companies ................................................................................................. 24-104 ITC: The smoke world power ...........................................

........................... 25 Hindustan Unilever: Soap opera .................................................... 33 Nestle India: Go for gold ................................................................ 41 Asian Paints: Colors of a loss leader ..................................................... 50 United Spirits: High on acquisitions ............................................... 58 Colgate: Smile all the way............................................................... 66 Marico: Well oiled ........................................................................... 73 Titan Industries: Leading in time ................................................... 79 GSK Consumer: Mastery... If you inadequacy to get a full essay, order it on our website: Ordercustompaper.com

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