HUL and Asian Paints both giants in their category maybe at lowest valuations in a decade, but does it alone make a strong case for mean reversion??
In this age of digital marketing where new comers with limited budget can also become big in less time, do large FMCGs like HUL with low growth even deserve 50+ PE?
Comparing below the screener data for Honasa with HUL and Asian Paints with Indigo paints//
Agreed that some of these businesses might not make it big and profitable in the long run, but surely some of them will. and that should be enough to question what valuations should we really put to these large fmcg firms…
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