Post by Disha Jain

Finance Professional | Deal Sourcing β€’ Valuation β€’ Microcap Research | Targeting IB & VC Roles

πŸš€ 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. πŸ‘‡ 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 – 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 πŸ‘‡ 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 πŸ‘‡ #100DaysWithTVS #LinkedIn #Finance #FMCG #TataConsumer #EquityResearch #IndianMarkets

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