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OBJECTIVES
To understand and analyze the FMCG sector in India from the perspective of equity market investments.
PROGRAMME CONTENT:
1. FMCG Industry basics
· Understanding the nature of consumption
· Discretionary & non-discretionary consumption – patterns of growth
· Penetration levels across categories
· Consumption basket – variations across economies
· Indian Consumption basket – key trends
2. Industry Structure
· Key consumption categories and market sizes
· Brands – their making and power
· Growth engine or defensive play?
· The MNC Vs Indian FMCG debate
· Porter’s five force analysis across categories
§ Supply Chain
§ Customer bargaining power
§ Competitive intensity
§ Entry barriers
§ Threat of substitutes
3. Business Characteristics
· Capital intensity
· Margin profiles
· Volume profiles
· Industry leverage
· Cost structure comparison
· Valuation approach selection
4. Valuation Exercise
· Nestle India Ltd
§ Annual report study
§ Financial Modeling
§ Valuation
· Colgate Palmolive (India) Ltd
§ Annual report study
§ Financial Modeling
§ Valuation
· A study of corporate structures across the sector
5. Tracking the FMCG
· Macroeconomic factors to watch
· Company specific factors to watch
· Making the relative investment choice
TARGET AUDIENCE:
Investment Bankers, Equity Analyst, Corporate, Banks, Mutual Funds, Broking Houses, Financial Institutions, Fund Managers, Equity Trader, Strategist, Consultants, High Net Worth Investors, other capital market intermediaries, Finance Students, KPO analysts & Investors.
DURATION
2 Day
9:30 am. – 5:30 pm.
FEES:
Rs. 8,000/- + 10.30% (Service Tax +Education Cess) inclusive of workshop fee, study material, computer facility to each participant for hands-on practice, snacks and lunch.
PROGRAMME COORDINATOR
Nadeem Alam
For further details regarding contents, Contact:
Phone: 022 - 2272 8303, 6136 3155
E-mail: training@bseindia.com
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