Post by Disha Jain
Finance Professional | Deal Sourcing β’ Valuation β’ Microcap Research | Targeting IB & VC Roles
π Marico is the sector leader I just spent a week studying. For Week 7, I'm not picking another giant. I'm picking the company most people overlook completely. π Tata Consumer Products. Here's why this is the more interesting story right now. Marico has been doing the same thing brilliantly for 40 years β coconut oil, hair care, Saffola. Predictable. Stable. Slow-moving. Tata Consumer is doing something almost nobody else in Indian FMCG is attempting building an entirely new company inside an old one. Think about what they actually own π Tata Tea + Tetley = one of the largest tea businesses in the world. Tata Salt = the brand that taught India "namak" should come in a packet, not loose. Tata Sampann = pulses, spices, ready-to-cook the fastest growing piece. NourishCo = Tata Gluco Plus, Tata Water Plus beverages nobody talks about yet. Capital Foods + Organic India = recent acquisitions still being integrated. This isn't one brand defending its turf. This is a company assembling a food and beverage empire through aggressive M&A something HUL and Marico almost never do. Tata Consumer's market cap has nearly tripled in 5 years. Most investors still think of it as "the tea company." That gap between what people think it is, and what it's actually becoming is exactly why it's worth a week of my attention. This is the challenger story. Let's go deep. Have you noticed Tata Consumer quietly expanding into new categories? Drop what you've seen π #100DaysWithTVS #LinkedIn #Finance #FMCG #TataConsumer #EquityResearch #IndianMarkets