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【出版时间及名称】：2010年1月印度消费品行业研究报告
【作者】：德意志银行
【文件格式】：PDF
【页数】：88
【目录或简介】：
Table of Contents
Consumer staples to underperform................................................. 4
GST delayed, but likely to increase tax base for FMCG companies..........................................4
Duty cuts could see reversals........................................................... 6
Relatively higher commodity prices: A short-term hump.............. 8
Raw materials prices.................................................................................................................8
Minimum support prices: Adding to inflation............................... 13
Where is the growth?...................................................................... 15
Winners and losers .................................................................................................................19
Financials and valuation ................................................................. 20
Company Section ............................................................................ 25
Asian Paints Ltd............................................................................... 26
HUL ................................................................................................... 36
ITC..................................................................................................... 44
Nestle India Limited ........................................................................ 62
Titan Industries Ltd ......................................................................... 70
United Spirits Limited..................................................................... 78
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