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Hairoil from India

Kategorie: Mediathek

by Siddharth Mehta-Thomas, Beaconsfield Investment Management, advising on ACATIS Investment

BCC is a leading FMCG (fast moving consumer goods) business in India. Most of its sales are related to hair oil. The company has an excellent track record of gaining market share to become one of the largest players even though it is a relatively new entrant.It reaches its customers via 40 million retail points of sale and nearly 9000 stockists and distributors. We bought the shares as we believe they are mis-priced at less than 15x earnings. Slowing demand due to a rural economic in India coupled with the owners disposing half their stake to clear personal debts has halved the value of the business. We think the stock can easily double in the next 24 months. 

Our ACATIS Asia Pacific Plus Fonds and our ACATIS India Value Equities invests in Bajaj Consumer Care.

Our Disclaimer applies to the share report: https://www.acatis.de/en/imprint/

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