Prime Stock Recommendation: A stable all-India consumer play
A stable consumer play to ride through an environment of moderating earnings growth.
Bhavana Acharya
Bhavana is Co-founder at PrimeInvestor.in. At PrimeInvestor PMS, she manages all three Prime Vision strategies (Balanced,Growth, and Ultra).
Bhavana has 15 years of experience across financial journalism and investment research. She served as Principal Research Analyst at the Hindu BusinessLine, then as Deputy Head of Research at FundsIndia. She created India’s first robo-advisory platform and built one of the most comprehensive portfolio review tools for mutual funds and stocks.
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4 thoughts on “Prime Stock Recommendation: A stable all-India consumer play”
Good article, and a nice starting point for someone who wants to add this gem in his PF.
I see overall 10 year ROCE is good at 79.5%, but since March 20 ROCE at 117% /Mar 21 at 39%/ Mar 22 at 25%/Mar 23 at 27% / Mar 24 at 27 %
Why this drastic fall in ROCE in the last 5 years !!
Also Ice Cream division being sold,( 1:1 ratio) will this bring any added value for investors
Thx —Viren
Thanks for the Update.
The PEG of the HUL, as per the Screener is 4.97 and the earning yield% is 2.67 only .
Poor profit growth over last 3 yrs
Poor sales growth of over past five years.
But Good Operating margins and ROCE
I will wait and watch. Will not invest immediately
You can certainly wait for more concrete numbers on growth. But to clarify, It is true that growth has been negligible in recent times; our thesis is founded on the fact that this phase will be done over the next 2-3 years, since it is the best-placed among FMCG majors to pick up growth in rural demand and wherever urban demand revives. The idea is also to invest prior to positive developments being factored into stock prices 🙂 – thanks, Bhavana
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