I have no serious concerns per se w.r.t to the hide and seek nature of the products’ visibility, taking into account many members’ observations and experiences, considering the longevity of the company and the many verticals it is present in, and the size. But if indeed all the businesses will be listed separately, proof being the news of demerger, and as such, for FMCG to be valued on par with its peers, the issue while trivial, while basic, apparently is not addressed properly. And I cannot recollect management’s answer to this question, if any given.
If they have tried with no serious intentions, with mediocre quality, perhaps no one would have bothered, as they just wanted to try, so spent less, it failed, so concentrating on other verticals, but the quality of the products is good, so why this lethargy on making the products available, and they spend 1000 crores or so on A&P.
I wouldn’t be surprised if we discuss the same issue after a year.
On a different note, ITC gives me a chance to understand about different businesses under one name and one place, and as such, it is always a great learning experience as an investor.
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