Primer: Bajaj Consumer Care Limited (BJCOR IN) - Aug 2026
Dominant market leader in the Indian light hair oil segment, with its flagship brand 'Bajaj Almond Drops' holding over 60% market share,...
91 Views
Splitting Hairs: Chinese Consumer Names Are Still Not Cheap - Need a Mindset Change
In mid-June, I met Naveen Pandey, the newish-CEO of Bajaj Consumer Care, an Indian listed company. That I was impressed is an understatement; the...
115 Views
How Falling Prices of Copra Are Reshaping India's FMCG Margins in 2026?
Copra prices have dropped ~30% from July 2025 peaks, benefiting coconut oil leaders like Marico Ltd with potential for gross margin expansion....
462 Views
GST 2.0: Will India’s Biggest Tax Reset Spark a Consumption Boom or Drive Margin Expansion?
India's GST Council cuts rates on essentials, simplifies tax structure to boost household demand and GDP growth, benefiting FMCG companies and...
559 Views
Aequitas: Amagi Media Labs IPO Lockup Expiry - US$760m Release; Pre-IPO Investors Well in The Money
A group of investors, including Trudy Holdings, AVP I Fund, and Accel India, have launched a INR6bn (US$63m) selldown, together selling 10.9m...
132 Views