Saurabh Gupta

Step into the dynamic world of Varun Beverages Limited (VBL)—a trailblazer in the beverage industry with a power-packed portfolio! From the iconic Pepsi, refreshing Tropicana Juices, and the bold energy of Sting, to the timeless purity of Aquafina, VBL is quenching thirsts and dominating emerging markets with unmatched innovation.💫 Our Equity Research Report offers a deep dive into: 📊 Operational Strength 💼 Market Leadership 💰 Financial Performance 📈 Valuation Insights 🌟 Investment Thesis Gain valuable insights into VBL's journey and potential #VarunBeverages #EquityResearch #GrowthOpportunities #InvestmentAnalysis #VBL

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The 'real' Brand Ambassador : In India, usually in #FMCD (#consumerelectronics) & #mobile (#smartphone) industry, trained professionals are planted inside the Multi brand outlets, Modern Trade Stores, Regional Specialty Stores & Brand Shops by each brand. These trained professionals undergo rigorous training programs for the specific products / solutions marketed by the brand. The idea is that these well trained pros would entertain & resolve queries of the consumer walk-ins. They would engage, educate & deliver best-in-class experience to the prospective buyer / consumer. These trained professionals are called by various names across the industries, viz., In-Shop Promoters (ISPs), Shop Sales Executives (SSEs), In-Shop Demonstrators (ISDs) etc. In general, these individuals are either 10th / 12th pass, may be graduates, and a little bit of them are post graduates; and from a bit lower strata of the society. I don't mean to tag them or anyone here in any which ways, but just want to let you know who they really are. In other industries like #Paints, #Buildingmaterials, #Mobility, #Infra, #Automobiles etc., the product / solutions training is provided to the painters, plumbers & plumbing contractors, Tire technicians, Fabricators, Electricians, Shop Floor Professionals, and so on & so forth. This community of people is like a soldier standing on the border of the country. They are the first & the last consumer / customer facing 'humans' between the 'brand' and the 'prospective buyer'. Hence, I feel this community (ISPs, SSEs, ISDs, Painters, Plumbers, Tire Technicians, Fabricators, Electricians etc....etc....) are the 'REAL' Brand Ambassadors in their respective industries for their respective brands. We need to take care of them & the frontline sales team, the way we treat the 'signed' #BrandAmbassadors who are either Bollywood actors, Cricket players and / or big known celebrities. The 'REAL' Brand Ambassadors deserve the same, if not more; attention, respect & focus; as that given to the 'signed' Brand Ambassadors. Agree ?!! Thoughts please.......... #sales #marketing #brand #business #categorymanagement #productplanning #recruitment #search #selection #staffing #humanresources #consultant #team #culture #jobs #jobsearch #OpenToWork #India #recruitmentprofessionals #headhunter

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Gain valuable insights on evolving consumption patterns in India, Marico's D2C strategies and its twin-engine growth drivers. Catch our MD & CEO, Saugata Gupta in conversation with Govindraj Ethiraj in The Core Report podcast. Click here: https://lnkd.in/drg9BW_u #Marico #Podcast #TheCoreReport #ConsumerTrends #MaricoLimited

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There is a strong indirect correlation between growth in sales and % cost of sales. Reorganizing your sales structure can be challenging but is needed when you are ready to take your FMCG brand to the next level. #FMCGIndia #RetailDistribution #SalesGrowth #withStorewise Grow slow and steady for better brand building - https://lnkd.in/gwce9Tyx

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🌟 NHBC Management Consultancy: Empowering FMCG Brands to Reach New Heights 🌍 We specialize in providing comprehensive FMCG solutions across India. With a robust distribution network spanning General Trade, Modern Trade, HORECA, E-com, Institutions (CSD, CPC, and IRCTC), we ensure our clients' products reach every corner of the market efficiently. Our extensive experience in the FMCG sector allows us to deliver end-to-end solutions, from brand creation to nationwide distribution & successful marketing. 🚀 Key Achievements:🏋‍♀️ In a short period, NHBC has successfully helped build and scale iconic FMCG brands:⏬️ BumSuit Baby Diapers: Rapidly expanded to become one of the top brands in the baby care category, growing by 40% month-on-month 📈 Mauri Herbals: Elevated from a niche brand to a market leader in herbal wellness with 300% sales growth in its first year 💚 Gangotri Camphor: Increased market penetration by 50% in just 6 months, becoming a household name in the spiritual and wellness segment 🌿 TGB Bakery Products: Established a strong presence in the bakery foods segment with a 45% increase in retail distribution 🥐 📊 Our #Winning Formula✌️ We pride ourselves on delivering results-driven strategies that combine expertise, innovation, and dedication:⏬️ Professional Team: With a team of 400+ experienced professionals, we bring deep industry knowledge and specialized skills to each project. 👩‍💼👨‍💼 Strategic Partnerships: We collaborate with 500+ financially reputed channel partners, including C&F Agents, Super Stockists, and Distributors. These partnerships drive both national and international success 🌍🤝 Product Launch & Brand Building: Our process for product launches is strategic and tailored to ensure immediate market impact and sustained growth 🎯 Marketing Excellence: We lead impactful ATL/BTL marketing campaigns, targeted promotions, and retail activations 🚀📢 Training & Development: We conduct regular training programs for teams, ensuring they have the tools and knowledge to succeed 🔧🏋‍♀️ 💡 Our #Leadership: Experience in the FMCG industry, our leadership team combines strategic vision and hands-on expertise to drive growth and deliver results. Our deep commitment to excellence, innovation, and sustainable growth sets us apart as a trusted consultancy partner.🤝 Why Choose NHBC?📌 Dedicated Leadership: Our founder brings over 3 decades of experience in shaping and guiding FMCG brands through market complexities 🔑 Custom-Tailored Solutions: We offer end-to-end services, from brand conceptualization and product development to distribution strategies and sales marketing solutions 🎨 Proven Results: Our success stories and measurable growth speak for themselves 📊 🌱 Our Promise: At NHBC, we don’t just create brands — we build thriving businesses. Every project we take on is executed with dedication, precision, and unwavering energy. 🔥 ✳️ Courtesy:New Horizon Business Consultants (www.nhbconsultants.com)

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Further moving towards our discussion on "Sales Fundamentals" Another very important concept is 'Numeric Distribution' & 'Weighted Distribution'. By analysing these metrics, you can gain insights into your market presence while considering both 1. The number of shops carrying the brand and 2. The sales weight associated with those shops #sales #salesmanagement #salescoaching #salestraining #salesleadership ♻ REPOST this message to help your network...

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PepsiCo on Tuesday reported a "high single-digit growth" in its beverage unit volume in the Indian market during the first quarter of 2024. The company's convenient food business reported a "double-digit growth" in the country during the period, according to a global earnings statement from the food and beverages major. #beverages #fmcg #consumergoods #retail #revenue #latestnews

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"Let's Explore Key Insights from Varun Beverages' Q2 & H1 CY2024 Concall: Strong Growth, Strategic Expansions, and Challenges" 🔢 Financial Performance: 》Sales volume grew by 28.1%, with 22.9% growth in the Indian market. 》Revenue increased by 28.3% YoY to ₹71,968.6 million in Q2 CY2024. 》EBITDA rose by 31.8%, reaching ₹19,912.2 million; margins improved to 27.7%. 》PAT went up by 25.5%, from ₹10,054.2 million in Q2 CY2023 to ₹12,618.3 million. 📑 Operational Insights: 》Sales breakdown: Carbonated Soft Drinks (CSD) – 76%, Juice – 8%, Packaged Water – 16%. 》Gross margins improved by 222 basis points to 54.7%, helped by better procurement and reduced sugar content. 》Nearly 46% of total sales are from low/no sugar products. 📚 Strategic Moves: 》Expanded PepsiCo partnership for snack franchising in Zimbabwe and Zambia. 》Started production of CSD and water at a new plant in DRC, targeting untapped markets. 💰 Capex Plans: 》Spent ₹12,000 million in H1 2024; planning ₹36,000 million total for CY2024, focusing on India and Africa. 》CY2025 capex is set to be ₹25,000-₹26,000 million for new facilities and snacks production. 📊 Market Outlook: 》Management expects double-digit growth in CY2024, driven by India and African expansion. 》Acknowledges challenges in international markets, but remains positive about recovery. 📉 Challenges: 》Higher finance costs and depreciation due to recent acquisitions and new facilities. 》Working capital days increased to ~33, due to strategic purchases and expansion. #researchanalysis #investing #analysis #equityanalyst #equity #researchanalyst #VBL

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Tata Consumer Products (TCPL) has successfully merged its three wholly-owned subsidiaries—Tata Consumer Soulfull Pvt Ltd, NourishCo Beverages Ltd, and Tata SmartFoodz Ltd—into the parent company. This merger, effective September 1, 2024, follows approvals from the National Company Law Tribunal (NCLT) and other regulatory bodies. The merger aligns with TCPL's strategy to simplify and streamline its business structure. By consolidating these entities, TCPL aims to enhance operational efficiencies and synergies. Despite this structural change, the focus of these business units will remain unchanged, continuing to concentrate on millet-based products, ready-to-drink items, and ready-to-cook/ready-to-eat products. This move is part of TCPL's broader strategy to accelerate growth in its core business areas, including tea, coffee, water, salt, pulses, spices, and snacks. The company's diverse portfolio also features prominent brands such as Tata Tea, Tetley, Eight O'Clock Coffee, and Himalayan Natural Mineral Water. #TataConsumerProducts #BusinessNews #Merger #FMCG #TataGroup #CorporateStrategy #Efficiency #Growth #TataTea #Innovation

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#AppointmentNews: Hindustan Unilever appoints Arun Neelakantan as Executive Director – Customer Development Link in the comments Rohit Jawa Arun Neelakantan Unilever #mediabrief #Unilever #HindustanUnilever #ArunNeelakantan #ED #CustomerDevelopment #appointment #leadership #media

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Analysts Express Confidence in Vi's Vendor Dues Clearance by FY26 EP Briefs | The Economic Post | The Economic Club of India #VodafoneIdea reveals ambitious roadmap to analysts, targeting vendor dues clearance by #FY26 alongside #5G readiness and ARPU growth | According to analysts’ estimates, the company owes over Rs 10,000 crore to #IndusTowers and also about Rs 3,000 crore to #Nokia. #business #growth | For details, refer the link ➟ https://lnkd.in/eaRRVP7M

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Update on United Spirit (DIAGEO India ): Key Pointer from 4QFY24 Result ☆☆ Industry: Liquor ( Spirit) ☆☆ 👉 PART: 2 ■■ Key brand milestones: Diageo boasts a total of seven mn+ cases brands—McDowell’s (10 mn+ cases), Royal Challenge (5 mn+ cases), JW, Black Dog, Black & White, Signature, and DSP Black. Of these, McDowell’s, Royal Challenge, and JW are tracking Rs10 bn+ NSV levels, while Signature, Black Dog, and Black & White are tracking Rs5 bn+ NSV levels. ■■ Rejuvenating McDowell’s brand and launching brand extensions: ● Diageo has launched McDowell’s X series, which has a unique range of Gin, Vodka and Rum in select states (Goa, MH, etc.; will roll out in other parts over the next 9-12 months) in mid-to-upper prestige price range (“certainly not in the lower prestige price point”) with the objective of premiumizing the trademark. ● I note that McDowell’s X series Vodka is priced between Radico Khaitan’s Magic Moments and Diageo’s Smirnoff. Further, Diageo has also launched McDowell’s single malt whiskey in the premium-to-luxury segment, to premiumize and simultaneously capture the growing interest in single malts. ● Management noted that both launches are witnessing a good initial response. The company has also launched new marketing campaigns around McDowell’s trademark and extensions with a new brand ambassador, Karthik Aaryan. ■■ Prestige portfolio initiatives (1) Mid prestige—Royal Challenge, after the renovation, is on good momentum. UNSP did strong activations on Royal Challenge (new campaigns, media investments, etc.) RC play (limited edition, launched only in 750 ml format), beer flavored whiskey, is launched to capture the occasion of cricket, (2) Upper prestige—Signature is growing ahead of market and is maintaining brand equity lead. Antiquity and RCAP are also growing well, (3) Luxury and premium portfolio—(a) BIO—UNSP is strengthening leadership in luxury portfolio with healthy growth in JW and Singleton brands, led by strong brand activations, (b) BII—new campaigns and consumer engagement activities driving traction on Black and White (India being the largest market), and Black Dog portfolios, (c) Godawan and white spirits (Tequila, Smirnoff, Tanqueray and Agave Spirits) growth is tracking well. ■■ Other Pointers: ● Diageo currently has no direct sales to Andhra Pradesh. Management called out that in the event of this state opening up, the numbers will sit on top of the current guidance levels. ● Delhi as a market is not witnessing any noticeable changes in terms of volumes (continues to track a low volume base ● White spirits account roughly for 5% of the spirits market but are growing at a robust pace Please join our Group via using below WHATSAPP LINK for real time update on FMCG/Paints/Restaurants/Daily/Jewellery/Footwear/Liquor/Fashion and Apparels/D2C/Quick Commerce/Online BPC/Ecommerce sector https://lnkd.in/dcama492 Please let me know If Link is not working

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Zepto’s SUPER SAVER Store: Beginning of Q-Com 2.0? A few weeks back, Zepto launched its SUPER SAVER store in Mumbai with a minimum order value of ₹899, promising some of the lowest prices in the market. Intrigued, I conducted a quick comparison with Amazon Fresh, JioMart, Big Basket and Dmart Ready in the same pin codes. Zepto’s pricing is indeed highly competitive—lower than most platforms across key categories (though Dmart holds its edge in some). This move seems like a strategic masterstroke to: - Entice budget-conscious monthly stock-up shoppers from established players. - Boost AOV (average order value) while retaining the ultra-fast delivery Q-Com is loved for. Let’s break down the typical Indian grocery-buying patterns in a Tier-1/Metro city to understand the opportunity Zepto is targeting: a. Monthly Stock-ups: - Non-perishables dominate here, with purchases typically driven by discounts. - Preferred channels: MT retailers like Dmart, Reliance, or platforms like Amazon Fresh and Big Basket. b. Weekly/Fortnightly Top-ups: - For fresh produce and essentials. - Split between MT, Ecom, and growing Quick Commerce adoption. c. Daily Buys: - Convenience reigns supreme, making Q-Com the go-to choice for many households. Zepto’s SUPER SAVER seems to be directly targeting monthly stock-ups and weekly top-ups—the largest share of grocery wallets. These are the two segments where Q-com is currently under-indexed. A bold and disruptive move indeed! Aadit Palicha, Kaivalya V. and the Zepto team 👏 By offering great discounts combined with the instant gratification and convenience of Q-Com, Zepto is rewriting the rules of engagement for modern Indian households. Zepto’s strategy is exciting, but it raises interesting questions: 1. Can Zepto sustain the razor-thin margins inherent in this price war? 2. Is this the beginning of Q-Com 2.0, where convenience and bulk-buying converge? 3. How will the market share of players like D-mart, Reliance and Amazon Fresh be impacted, especially in Tier 1 cities and Metros? What’s your take? #QuickCommerce #RetailInnovation #Zepto #GroceryShopping #EcommerceTrends #Dmart #BigBasket #AmazonFresh #ConsumerTrends #IndiaRetail #PricingStrategy

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#MASSMerize2024, the Annual #FMCG, E-commerce, and Retail Conference organized by FICCI, brought together #government leaders and industry experts for crucial discussions on advancing progress in the consumer-centric sector. With the theme, 'SPUR: Stimulate Performance, Unleash Results,' this year’s event spotlighted the industry's rapid transformation and emphasized the push for double-digit #growth to help shape a #ViksitBharat. Jacob M.S., Whole-time Director and CFO, Colgate-Palmolive (India) Ltd., joined a distinguished panel to discuss the #future of the consumer-led sector. He shared valuable perspectives on changing consumer behaviors, emerging market opportunities, and upcoming challenges. He highlighted the critical role of R&D, supportive government policies, and public-private partnerships in driving sectoral growth. Additionally, he spoke on the transformative power of #technology and the need to cultivate skilled talent to unlock the industry's full potential. It was exciting to have Jacob represent us at the 13th edition of #MASSMerize, and we look forward to continuing to drive #innovation and contribute to India's evolving consumption-led #economy!   #ColgatePalmolive #IndustryInsights #Leaders #Retail #Ecommerce

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Is there something wrong with SMB FMCG Distributor? Please read the below article and identify wrong doings that could curtail this SMB to grow into a full fledged big FMCG Organization "I believe many FMCG professionals have encountered this issue, whether they work directly with distributors or with principals who manage distributors. Approximately 30% of large FMCG companies operate professionally, but most small and medium-sized businesses in the FMCG sector face similar challenges. Please review this document and provide feedback on where I must improve. Additionally, suggest areas for correction and an action plan to achieve my desired objectives within the set timeline." I will share a life experience as a story. Readers are encouraged to read through and respond from their perspective or suggest the best solution they would choose if they were the decision-maker in that situation. This case study involves an experienced entrepreneur knowledgeable about their market and product, with over 20 years of experience in the UAE market. Nair Santosh, an FMCG distributor, founded his distribution company in Dubai, UAE in 2002. Engaged in business from a young age with substantial financial backing, he leveraged his extensive experience in the FMCG industry to establish his own brand, named "Brand S." Alongside, he operates a trading business in the UAE wholesale market, specializing in food commodities and maintaining contacts across multiple countries. With nearly two decades of experience in the UAE market, Santosh possesses deep insights into the FMCG sector, ensuring he remains well-informed and discerning in business dealings. For detail click - https://lnkd.in/dv6h7a7c FMCG, FMCG UAE, FMCG BUSINESS IN UAE, UAE FMCG MARKET, UAE MARKET, UAE FMCG INDUSTRY, FMCG DISTRIBUTORS IN UAE, BRANDS IN UAE, FMCG BRANDS, FMCG GROWTH, FMCG EXPANSION, FMCG ENTRY IN UAE, BRAND ENTRY IN UAE, START BUSINESS IN UAE, FMCG INDIA, FMCG CAREERS, FMCG SALES, FMCG SALES TRAININGS, SALES GROWTH, BUSINESS OPPORUTNITIES IN FMCG, MODERN TRADE, HORECA, EXPORTS, GULFOOD, GULF FOOD, SAUDI FOOD EXPO, JOB SEEKERS IN UAE, JOBS IN UAE, CAREER IN UAE, SUPER MARKETS IN UAE, HYPER MARKETS IN UAE, CONSUMER GOODS IN UAE, BUSINESS OPPORTUNITIES IN UAE, FMCG IN INDIA, HOW TO INCREASE SALES, HOW TO INCREASE PROFITS, HOW TO EARN MORE, HOW TO INCREASE TURNOVER, FMCG SALES TRAININGS, SALES TRAININGS, FMCG SALES MANAGER, FMCG BUSINESS DEVELOPMENT MANAGER, FMCG BRAND MANAGER, FMCG TRADE MARKETING MANAGER, FMCG DAILY, FMCG TALKS, BUSINESS DEVELOPMENT MANAGER, TRADE MARKETING MANAGER, BDM IN UAE, SALES HACKS UAE FMCG HEAD & SPECIALIST – SALES, MARKETING & BUSINESS DEVELOPMENT, FMCG SPECIALIST, BUSINESS DEVELOPMENT By Nair Santosh- Every dip of Knowledge makes us better (BREND BRAND| SALE DIPS #brendbrand #salesdips) #fmcg #fmcgdistribution #fmcguae

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#fmcg#consumerbehaviour#change#need#brands#business In daily essential categories( soaps/ detergent/ hair oil/ shampoo/ edible oil/toothpaste/ tea/ biscuits/ snacks) consumer resist change if it is not bad dont change it its working from ages ……….., they waiting for something to break and then their needs turn from invisible to visible………than the role of brand/ business start to show them the invisible needs into a visible one……… . The process of educating the consumers or providing the relevant information helps to transform from invisible need to visible one. Its changes buyer behaviour from reactive to proactive

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PepsiCo's leading bottler, VARUN BEVERAGES LIMITED, aims to raise INR 7,500 crore through a Qualified Institutions Placement (QIP) to fund its growth initiatives. The board approved the proposal in a meeting on Wednesday, allowing for the issuance of equity shares in one or more tranches, pending equity shareholder approval via postal ballot. The raised funds will be directed towards investments in subsidiaries, joint ventures, and supporting growth by expanding the product portfolio, entering new markets, and making strategic acquisitions. Read full story here: https://lnkd.in/gDCikVe3 #funding #beverages #growth #expansion #varunbeverages #news #latestnews LinkedIn News India Linkedin News Ashu Agrawal

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