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Mint
21-05-2025
- Business
- Mint
Recommended stocks to buy today: Top stock picks by market experts for 21 May
India's benchmark equity indices extended losses for a third straight session on Tuesday, 20 May, with the Sensex and Nifty falling by over 1%, dragged down by profit-booking in heavyweight stocks, rising global bond yields, and concerns over a resurgence in covid cases. With the selling bias showing its colour once again the bulls have been pushed to the background and will need more encouraging triggers to step up the momentum to the upside. The Sensex dropped 1.06% to close at 81,186.44 points on Tuesday. The Nifty 50 declined by 1.05% to end the day at 24,683.90. Only three of the 30 Sensex stocks ended in the green while the rest declined, with auto, financial, and defence stocks bearing the brunt of the selling. Best stocks to buy today: Recommended by NeoTrader's Raja Venkatraman Current market price: ₹675 Buy CMP and dips to: ₹650 | Stop: ₹635 | Target: ₹725-740 Current market price: ₹989.30 Buy above: ₹991 and dips to ₹950 | Stop: ₹935 | Target: ₹1,090-1,150 Stocks to trade: Trade Brains' recommendations for 21 May Current price: ₹476 Target price: ₹565 in 12 months Stop-loss: ₹431 Why it's recommended: In India, FMCG is the fourth largest sector contributing 3% to GDP and providing jobs to nearly 3 million people with the market size being valued at $245.39 billion in 2024. This is expected to grow 15-17% by revenue in FY25, driven by rising disposable incomes, rural penetration, and e-commerce expansion. Total revenue of FMCG market is expected to grow at a CAGR of 27.9% through 2021-27, reaching nearly $ 615.87 billion. Dabur India is among the top four FMCG companies in India. It caters to the following business segments - healthcare, personal care, and food products. Over the years, the company has been focusing on manufacturing and selling ayurvedic products. Their portfolio includes Dabur Amla, Dabur Red Paste, Dabur Chyawanprash, Dabur Honey, Dabur Honitus, Dabur PudinHara, Dabur Lal Tail, and Dabur Real. The company has manufacturing facilities in 22 locations with 14 in India, and one each in the UAE, Sri Lanka, South Africa, Nepal, Egypt, Bangladesh, Turkey, and Nigeria, offering products in over 100 countries across the globe, contributing 26% of its business from International regions. Dabur offers over 400 products across 21 categories and over 1,000 Stock Keeping Units (SKUs). Dabur India has built a strong distribution network of 8.5 million retail outlets across India. For FY25, the company has reported revenue from operations of ₹12,563 crore, up by 1.3% from ₹12,404 crore for the same period. Revenue from International business is ₹3,281 crore, a growth of 7.7%. Dabur acquired 51% Compulsory Redeemable Preference Shares in Sesa Care Private Ltd (Sesa) at a cash consideration of ₹12.6 crore. Sesa holds the number three position in the ayurvedic hair oil category. It is expected to help the company expand its foothold in the ayurvedic oil business in the medium term. Verticals contributing to Dabur's domestic business—49.7% from Home & Personal care, grew by 0.5% YoY, 31.3% from healthcare, up by 2.2% YoY, 2% from food, increased by 18.4% YoY, and beverages contributing over 17%, increased by 8.8% YoY. Risk factor: The company remains exposed to intense competition in the ayurvedic and herbal segment with multiple established players, including some large multinational players, as well as domestic companies. There is a risk of growth slowdown due to a challenging macroeconomic environment. Also remains exposed to agro-climatic risk, which could result in variations in crop output/prices as Dabur has a healthy dependence on agri commodities. Current price: ₹1,300 Target price: ₹1,490 in 12months Stop-loss: ₹1,205 Why it's recommended: Whirlpool recorded a growth rate of 16% in its consolidated total income, which stood at ₹8,110.16 crore in FY25 as against ₹6,993.59 crore in FY24. Net profit jumped 62% from ₹224.3 crore in FY24 to ₹362.78 crore in FY25. The board of directors recommended a final dividend of ₹5 per share. Whirlpool is constantly focusing on brand campaigns. It collaborated with HUL in Q2 for a joint marketing campaign of HUL's Surf Excel and Whirlpool's washing machine, aiming to improve their penetration in the market. The company is also focused on new product launches in its refrigerators and washing machine segments to cater to the ever-changing customer preferences. Whirlpool generates around 30% of its revenue from the June quarter owing to the seasonal support during summer. It is also investing funds in the front-end capability and capacity, including customer services and sales, and is constantly working towards greater execution, driving its premiumization goals, including stronger visibility of premium lines and new ranges. Whirlpool is also focused on better pricing strategy, especially in their premium lines, and continues to leverage greater customer relationships. Furthermore, as per the IBEF report, the washing appliance industry is anticipated to grow at a CAGR of 7.65% to reach $5.43 billion by 2029, and the refrigerator market is expected to grow at a CAGR of 9.37% to reach $12.1 billion by 2033. The dishwasher market is expected to cross $90 million by 2025-26, supported by increasing demand from metropolitan cities like Mumbai, Bengaluru, Delhi, and Hyderabad. Key growth drivers are increasing share of fully automatic washing machines, inverted ACs, and larger refrigerators due to premiumization and prioritization of aesthetics beyond just functional machines. Penetration of smart appliances is estimated to reach 10% by 2028 from 4% in 2023. Other key factors, such as the availability of credit for consumer financing and omnichannel availability, may act as a tailwind for the sector. Currently, India's penetration of ACs & refrigerators is 10% and 35%, respectively, way lower than the world average. Further, AC penetration in India is projected to reach 40% by 2050. Risk factors: A significant part of the rural and semi-urban population is facing issues with affordable consumer goods due to increased premiumization. Thus, to improve penetration in India, more affordable-priced consumer durables should be marketed. Additionally, the country faces higher costs of logistics due to inefficiencies, which could lead to increased prices borne by end consumers. Furthermore, changes in e-waste regulations could impact Whirlpool's margins negatively, affecting its growth in profitability. Best stock recommendations for today by MarketSmith India Raja Venkatraman is co-founder, NeoTrader. His Sebi-registered research analyst registration no. is INH000016223. MarketSmith India: Trade name: William O'Neil India Pvt. Ltd; Sebi-registered research analyst registration number: INH000015543 Trade Brains Portal is a stock analysis platform. Its trade name is Dailyraven Technologies Pvt. Ltd, and its Sebi-registered research analyst registration number is INH000015729. Investments in securities are subject to market risks. Read all the related documents carefully before investing. Registration granted by Sebi and certification from NISM in no way guarantees performance of the intermediary or provide any assurance of returns to investors. Disclaimer: The views and recommendations given in this article are those of individual analysts. These do not represent the views of Mint. We advise investors to check with certified experts before making any investment decisions.
Mint
21-05-2025
- Business
- Mint
Best stocks to trade today, 21 May, as recommended by Trade Brains Portal
Indian stock market indices suffered notable losses on Tuesday, 20 May, amid mixed global cues. The Sensex opened at 82,116.17, slightly higher than its previous close of 82,059.42, but tumbled as much as 906 points (1.10%) during the session to hit an intraday low of 81,153.70. Meanwhile, the Nifty 50 began at 24,996.20, up from its prior close of 24,945.45, before sliding 1.10% to an intraday low of 24,669.70. By the close, the Sensex had dropped 873 points, or 1.06%, to 81,186.44, while the Nifty 50 ended 262 points lower, down 1.05%, at 24,683.90. The selloff was broad-based, with the BSE Midcap and Smallcap indices falling 1.65% and 0.96%, respectively. Today, we recommend two stocks, one from the FMCG sector and the other from the consumer durable sector. We also analyse the market's performance on Tuesday to understand what lies ahead for the stock indices in the coming days. Dabur India Ltd Dabur India is among the top four FMCG companies in India. It caters to the following business segments - healthcare, personal care, and food products. Over the years, the company has been focusing on manufacturing and selling ayurvedic products. Their portfolio includes Dabur Amla, Dabur Red Paste, Dabur Chyawanprash, Dabur Honey, Dabur Honitus, Dabur PudinHara, Dabur Lal Tail, and Dabur Real. The company has manufacturing facilities in 22 locations with 14 in India, and one each in the UAE, Sri Lanka, South Africa, Nepal, Egypt, Bangladesh, Turkey, and Nigeria, offering products in over 100 countries across the globe, contributing 26% of its business from International regions. Dabur offers over 400 products across 21 categories and over 1,000 Stock Keeping Units (SKUs). Dabur India has built a strong distribution network of 8.5 million retail outlets across India. For FY25, the company has reported revenue from operations of ₹12,563 crore, up by 1.3% from ₹12,404 crore for the same period. Revenue from International business is ₹3,281 crore, a growth of 7.7%. Dabur acquired 51% Compulsory Redeemable Preference Shares in Sesa Care Private Ltd (Sesa) at a cash consideration of ₹12.6 crore. Sesa holds the number three position in the ayurvedic hair oil category. It is expected to help the company expand its foothold in the ayurvedic oil business in the medium term. Read this | FMCG firms have been hunting for deals. Their appetite is only growing bigger Verticals contributing to Dabur's domestic business - 49.7% from Home & Personal care, grew by 0.5% YoY, 31.3% from healthcare, up by 2.2% YoY, 2% from food, increased by 18.4% YoY, and beverages contributing over 17%, increased by 8.8% YoY. Whirlpool Of India Ltd Whirlpool is constantly focusing on brand campaigns. It collaborated with HUL in Q2 for a joint marketing campaign of HUL's Surf Excel and Whirlpool's washing machine, aiming to improve their penetration in the market. The company is also focused on new product launches in its refrigerators and washing machine segments to cater to the ever-changing customer preferences. Whirlpool generates around 30% of its revenue from the June quarter owing to the seasonal support during summer. It is also investing funds in the front-end capability and capacity, including customer services and sales, and is constantly working towards greater execution, driving its premiumization goals, including stronger visibility of premium lines and new ranges. Whirlpool is also focused on better pricing strategy, especially in their premium lines, and continues to leverage greater customer relationships. Furthermore, as per the IBEF report, the washing appliance industry is anticipated to grow at a CAGR of 7.65% to reach $5.43 billion by 2029, and the refrigerator market is expected to grow at a CAGR of 9.37% to reach $12.1 billion by 2033. The dishwasher market is expected to cross $90 million by 2025-26, supported by increasing demand from metropolitan cities like Mumbai, Bengaluru, Delhi, and Hyderabad. Read this | The Centre plans extended warranty for off-season, gifts electronics—but with a catch Key growth drivers are increasing share of fully automatic washing machines, inverted ACs, and larger refrigerators due to premiumization and prioritization of aesthetics beyond just functional machines. Penetration of smart appliances is estimated to reach 10% by 2028 from 4% in 2023. Other key factors, such as the availability of credit for consumer financing and omnichannel availability, may act as a tailwind for the sector. Currently, India's penetration of ACs & refrigerators is 10% and 35%, respectively, way lower than the world average. Further, AC penetration in India is projected to reach 40% by 2050. Stock market recap 20 May The Indian market opened flat on Tuesday but quickly slipped into the red, with the Nifty 50 starting below the 25,000 mark at 24,996 and the BSE Sensex opening at 82,116. Broader indices declined further throughout the day, with the Nifty hitting an intraday low of 24,669.70 before closing at 24,683.90, a drop of 261.55 points or 1.05%. The Nifty's RSI stood at 57.97, below the overbought threshold of 70, and the index remained above its 20, 50, 100, and 200-day EMAs. The Sensex followed a similar trend, hitting an intraday low of 81,154 and closing at 81,186.44, down 872.98 points or 1.06%, with an RSI of 56.91, also trading above all four EMAs. All sectoral indices ended in the red, led by Nifty Auto, which dropped 521.4 points (2.17%) to 23,531 amid profit booking after a four-day rally. Nifty Next 50 declined 1.84% (1,240 points) to 66,165.50, and Nifty Midcap 50 fell 1.54% (246 points) to 15,797.60. Nifty IT and Metals outperformed the broader market, posting smaller losses of approximately 0.52% and 0.59%, respectively. Also read | FPI assets top $800 billion after 4 months as markets rebound on eased trade worries Market sentiment was dampened by Moody's downgrade of the US credit rating, foreign institutional investor (FII) outflows, and sector-specific profit booking in areas such as Auto and Defense. Additionally, rising COVID-19 cases in parts of Asia, including Hong Kong, Singapore, and Thailand, added to investor caution. Trade Brains Portal is a stock analysis platform. Its trade name is Dailyraven Technologies Pvt. Ltd, and its Sebi-registered research analyst registration number is INH000015729. Investments in securities are subject to market risks. Read all the related documents carefully before investing. Registration granted by Sebi and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Disclaimer: The views and recommendations given in this article are those of individual analysts. These do not represent the views of Mint. We advise investors to check with certified experts before making any investment decisions.
Time of India
13-05-2025
- Business
- Time of India
Dabur to focus on premiumisation, contemporisation as strategies, shared 7-point formula
After five years of focusing on market share and consolidation, Dabur India is now actively shifting its strategy towards premiumisation and contemporisation, the company revealed during its latest investor call. Mohit Malhotra, Chief Executive Officer of Dabur India Limited, stated that the company has formulated a fresh 7-point strategy to tap the market in the coming future. Premiumisation is a marketing strategy where companies aim to make their products or services appear more high-end, desirable, and valuable, ultimately leading consumers to pay more for them. Elaborating on the strategies, Dabur's CEO Mohit Malhotra said, "So if you look at the past 4 to 5 years, we've generally focused on increasing market share and consolidating our business in each of the categories." "But premiumisation has been a lesser focus and it was a deliberate attempt because we wanted to bring Dabur Amla back on a growth path and gain market share. Now that we've done all the gaining market shares in Chyawanprash, in Honey, in Amla, in Home Care, and in Skin Care, now it's a 2.0 journey to embark upon premiumisation and contemporisation," he added. "We have identified segments that we will enter for premiumisation, like in Hair Care, we always focused on gaining market share in Dabur Amla. Going forward, you will see our concerted effort on premiumisation of post-bath categories like serum, conditioners, masks, etc.," said the Malhotra. He further added that the last fiscal was a challenging year due to the slowdown in urban consumption, high food inflation and unfavourable season but company's business fundamentals remained strong as they gained market shares across 90 per cent of the portfolio. "Emerging channels comprising modern trade, e-commerce, and quick commerce grew in double digits, although general trade in urban markets remained under pressure," he added. As per Dabur's top official, the company remains optimistic due to the declining food prices and tax cuts going forward. "So going forward, sequential improvement is what we are seeing, but a gradual sequential improvement," he added. According to the information shared by Dabur's top officials, Fiscal year 2024-25 ended with the consolidated revenue of Rs 12,563 crores and Profit After Tax (PAT) of Rs 1,768 crores. Consolidated revenue growth was 3.6 per cent in constant currency terms. During the fourth quarter, consolidated revenue of the company grew by 2.1 per cent in constant currency terms and 0.6 per cent in INR terms. Company's international business exhibited a growth of 19.3 per cent in constant currency and Indian business declined by around 3.4 per cent. The financial results show that Dabur's consolidated bottom line declined by 8.4 per cent on a yearly basis and profit declined 4 per cent to Rs 1,767.63 crore, while the revenue was flat. (ANI)
Hans India
09-05-2025
- Business
- Hans India
Dabur India to exit underperforming products
New Delhi: Homegrown FMCG major Dabur India will exit categories such as tea, adult and baby diapers, and sanitising products as part of rationalisation of its underperforming products, said CEO Mohit Malhotra. The company, aiming 'to achieve sustainable double-digit CAGR by FY28 in both topline and bottomline' has renewed its strategy focus, building on its core strengths, he added. Dabur is going for 'rationalisation of underperforming products and SKUS in order to release capital for bigger bets. A few examples of these are Vedic tea, adult & baby diapers and Dabur Vita,' said Malhotra during the investors' call. These segments contribute less than 1 per cent to Dabur's revenue, which stood at Rs 13,113.19 crore in FY25. 'So we will get out of these categories and focus on big, bold equities which we have identified, and the core portfolio is where we will invest,' said Malhotra. Dabur, as per its new vision strategy, would continue to invest in core brands, would focus on premiumisation and contemporisation across categories, take 'bold bets' across health & wellness spaces and also aggressively pursue M&A opportunities for creating a future-fit portfolio. Dabur also plans to expand to double down on emerging channels like e-commerce, quick commerce and modern trade, besides effective expansion across urban and rural India. 'We will double down on emerging channels like e-commerce, quick commerce and modern trade. We will also focus on consolidation of stockists for better ROI (Return on Investment), reducing cost to serve in the urban GT channel and enhanced use of digital tools to boost extraction,' he said.
Business Standard
08-05-2025
- Business
- Business Standard
Dabur India slides as Q4 PAT tanks 8% YoY to Rs 313 cr; declares dividend of Rs 5.25/sh
Dabur India declined 1.68% to Rs 474.50 after the company's consolidated net profit tumbled 8.34% to Rs 312.73 crore in Q4 FY25, compared with Rs 341.22 crore in Q4 FY24. Revenue from operations was at Rs 2,830.14 crore in the fourth quarter of FY25, marginally up 0.55% year on year. Profit before tax stood at Rs 411.91 crore in Q4 FY25, down 9% as against Rs 452.66 crore posted in Q4 FY24. Dabur India's total expenses were at Rs 2,559.39 crore, up 2.7% in the March quarter from Rs 2,490.43 crore in the year ago period. Operating profit stood at Rs 427 crore in Q4 FY25, down 8.56% as compared with Rs 467 crore in Q4 FY24. On segmental front, revenue from consumer care business was at Rs 2,254.98 crore (up 1.82% YoY), revenue from food business stood at Rs 500.48 crore (down 5.15% YoY), retail business revenue was at Rs 24.56 crore (down 20.46% YoY) during the period under review. During the quarter, Dabur has shown strong growth across various categories. Its Foods business grew by over 14%, while the Skin & Salon segment saw an 8% increase. The Shampoo business grew by around 4%, and the Badshah portfolio recorded an 11% volume growth. The company also saw significant market share gains: it increased its share in the Juices & Nectars segment by 261 basis points (bps), reaching 60.6%. Dabur's share in the Hair Oils market rose by 196 bps to a record high of 19.1%. Additionally, it gained 15 bps in Toothpaste, 67 bps in Air Fresheners, and 112 bps in the Glucose category. Mohit Mathotra, chief executive officer, Dabur lndia, said, "Despite facing some pressures in the India business, our international business enabled us to successfully navigate the complex external environment. Our International Business achieved 19% Constant Currency growth in the fourth quarter and 17% during the full year. We expect consumer demand in India to recover progressively in the coming quarters, both in urban and rural markets. Our business fundamentals remain strongwith household penetration gains across Oral Care, Hair Care, Healthcare, Air Fresheners and Food & Beverages businesses. We are focusing on strengthening our competitive edge in the marketplace by investing in scaling up our rural footprint and rolling out consumercentric innovations. We remain committed to modernizing our core portfolio, driving premiumization, and plugging white spaces in our hlome & Personal Care, HC and F&B business verticals. In addition, we are refining our Go-To-Market strategy to respond to the changing channel dynamics in urban India. This reinforces our confidence to deliver an industry-leading profitable growth, going forward. Meanwhile, the board of directors of Dabur recommended a final dividend of Rs 5.25 per equity share for the financial year 2024-25. Dabur India is among the top four FMCG companies in India. It has business interests in healthcare, personal care, and food products. The company offers products in over 100 countries across the globe, covering health and personal care segments across the herbal and natural space.
