The discussion on the shelf space may look redundant, but if the issue still persists, despite different geographies, despite more than a year or a year and a half has passed, this is a matter of concern. Not that as retail, I can do anything about it, but it does help me to look at the company.
I am not looking at the verticals separately, maybe I will, depending on the reaction of the market after the hotels get demerged, but if indeed FMCG too will get demerged, and if should be given a good valuation, this shelf space issue looks laughable, because this is not a local brand from a mom and pop shop, this is one of the biggest conglomerates of India, with a lot of integration for the very division, which started focusing on the division years ago, but failing to achieve visibility, literally.
Of course I will admit that the market knows more than me, some members of this forum know more than me, and as such, there is a strong possibility that I will be satisfied with the return if I look at it in its entirety, so I can wait.
Invested.
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