Top 6 Festival Unlock Stocks By Axis Securities

Hindustan Unilever (HUVR) is the largest FMCG player in India. HUVR’s product portfolio consists of a wide spectrum including Home Care, Personal Care, Foods & Refreshments, Nutrition and Water Purifiers. In terms of direct distribution, HUVR has one of the largest distribution networks with ~8million outlets in the FMCG sector serviced by over 3,500 distributors.

Hero Motocorp Ltd (HMCL) is the market leader in the 2W industry with a market share of ~36% (as of Aug’21). Hero is present in both the motorcycles and the scooter segments, having market share of about ~50% and ~9%, respectively. Motorcycles contribute significantly to the company’s total revenues with ~90% to its total volumes, while scooters contribute10% to its total volumes. Hero is a domestically focused company deriving ~96% of volumes from the Indian market. Entry-levelmotorcycles (75 cc to 110 cc) form a significant part of ~70% of overall volumes. The company has six plants in India and two international plants: one in Villa Rica, Columbia and the other in Jessore, Bangladesh. Hero has a combined manufacturing capacity of 9.5 Mn units per annum.

SBI Cards (SBIC) is a pure-play credit-card issuer in India. It is the 2nd largest credit card issuer in India with a market share of 19.3/19.2% in terms of Cards-in-force (CIF)/Spends as onJul’21. SBIC has a wide portfolio of own and co-branded credit cards catering to a broad target customer base ranging from ‘New-to-credit card’ to ‘Super Premium’ customers across product categories such as lifestyle, rewards, travel &fuel, shopping, banking partnership cards, and corporate credit cards.

Relaxo is a footwear manufacturing company with headquarter in New Delhi. The company’s products include rubber/EVA slippers, canvas shoes, sport shoes, sandals, and school shoes with negligible presence of leather footwear’s. It has a market share of ~5% in the footwear market and has prominent presence in mass and value category products catering the entire family. The company has effectively increased its reach in tier II, III & IV cities with limited presence in metro and tier I cities.

ABFRL combines Madura’s portfolio of leading power brands (Allen Solly, Van Heusen, Louis Philippe and Peter England) with Pantaloons’ forte of largest value fashion retailer. The company has a robust distribution network with 2874 brand stores along with 342 Pantaloons stores. ABFRL forayed into the Ethnic Wear segment through strategic partnerships with designers like Shantanu& Nikhil, TarunTahiliani and Sabyasachi besides Jaypore.

Safari Industries (India) Limited is engaged in manufacturing and trading of luggage and luggage accessories. The Company’s product range includes polycarbonate (PC) zippered luggage. It also offers products under various categories, such as laptop bags and backpacks. It backpacks categories include Everyday Casual Backpack, Laptop Backpacks, Rucksack, Concept Backpacks, Overnighter.