Skip to main content

ITC Stock Analysis (ITC): Product Portfolio & Brands

ITC Limited - Wikipedia

ITC (Indian Tobacco Company) is one of India's foremost private sector companies with a market capitalisation of US $ 50 billion and Gross Sales Value of US $ 10.8 billion.

ITC has a diversified presence in FMCG, Hotels, Packaging, Paperboards & Specialty Papers and Agri-Business.

Aashirvaad Atta

 

Aashirvaad is India's No. 1 Atta Brand
It contributes to 6% of gross sales of ITC’s business - ~4,500 cr annually. 
It has a market share of over 25% in the atta market.

Sunfeast Biscuits

Sunfeast is among the Top 3 Biscuit Brands in India and it is No. 1 in cream biscuits
It contributes to 5% of gross sales of ITC’s business - ~3,800 cr annually. 
It has a market share of over 8% in the biscuits market.

Bingo Chips


Bingo is the Market Leader in Finger Snacks - No. 1 in the Bridges segment of Snack Foods. 
It contributes to 3.3% of gross sales of ITC’s business - ~2,500 cr annually. 
It has a market share of over 10% in the salty snacks market.

Classmate Notebooks

Classmate notebooks are No. 1 in notebooks in India.
It contributes to 1.9% of gross sales of ITC’s business - ~1,400 cr annually.
It has a market share of over 25% in the notebooks market.

Yippee Noodles


Yippee noodles are the No. 2 instant noodles in India.
It contributes to 1.3% of gross sales of ITC’s business - ~1,000 cr annually.
It has a market share of over 22% in the noodles market. 

B-Natural Juices

B-Natural is the first fruit beverage brand in India to provide its consumers fruit beverages in premium PET bottles without any preservatives.
The brand is growing @ 13-14% annually.
Has a market share of over 10% in the packed juice and fruit beverage market.

Candyman

Candyman stands at No. 3 in the confectionery segment.
It contributes to 0.7% of gross sales of ITC’s business - ~500 cr annually.
It has a market share of over 45% in the organized confectionary market.

Fiama

Fiama is No. 2 in the body wash category.
As part of its offerings, it has shower gels, bathing bars, face washes, shampoos, conditioners, serum.
It has a market share of over 17% in the body cleaning category.

Vivel


Vivel is one of the leaders in the skin care category for women.
It contributes to 0.7% of gross sales of ITC’s business - ~500 cr annually.
It has a market share of over 4% in the skin care market.

Matches and Agarbattis


Aim is the largest safety matches brand in India.
Mangaldeep is No.1 in Dhoop segment and No. 2 in Agarbattis.
Mangaldeep contributes to 0.7% of gross sales of ITC’s business - ~500 cr annually.
Mangaldeep has a market share of over 8% in the Agarbattis market.

Savlon


Savlon is one of the leaders in the antiseptic market.
It contributes to over 0.4% of gross sales of ITC’s business - ~300 cr annually.
It has a market share of over 6% in the hand wash market, only after Dettol and Lifebuoy.

Wills Lifestyle (WLS)


Built on the promise of purity, quality and craftsmanship, WLS offers authentic & real apparel.
Minimal, understated and sophisticated characteristics with authentic, India-inspired styles & patterns for the modern, thoughtful consumer.

ITC Hotels


ITC Hotels is one of India's Pre-eminent Hospitality chains.
It contributes to 3.6% of gross sales of ITC’s business - ~2,700 cr annually.
It has a market share of over 15% in the premium hotel market.

Paperboards, Specialty Papers, Packaging & Printing


ITC's Paperboards and Specialty Papers Business is the leader in volume, product range, market reach and environmental performance, and is the clear market leader in the value-added paperboards segment.
It contributes to 13% of gross sales of ITC’s business - ~10,000 cr annually.

Agri Commodities & Rural Services


ITC's Agri Business is the country's second largest exporter of agri-products.
It contributes to 21% of gross sales of ITC’s business - ~16,000 cr annually.

Cigarettes & Cigars


ITC is the market leader in Cigarettes in India.
It contributes to 46% of gross sales of ITC’s business - ~35,000 cr annually.
It has a market share of over 85% in the cigarettes market.

Comments

Popular posts from this blog

What is Financial Freedom ?

 In this fast moving world we are trapped  in a vicious cycle of money i.e we earn money for a better  livelihood and we end up in an unpleasant life we never wished for ourselves and in a race to earn the money. We often wish to get out of this situation and want to enjoy our lives to the fullest. But we neglect the possibility of the situation considering that only rich people can do this as they have enough money for their next three generations.  Any person in this world can be free from this money trap and make money work for himself rather than spending time to earn money. We can then spend time with our family, friends and things which we wanted to enjoy in life. This amazing miraculous phenomenon is Financial freedom.  For this one needs to understand the fact that this is not a get quick rich method or a lottery that leads to financial freedom. It is purely a game of time and money. We often value money more than time and that leads to the trap in a vi...

What are Mutual Funds in India ?

Have you heard this before? "Mutual Funds Sahi Hai".  The question is that are mutual funds really good and what exactly are they. Let's understand what are mutual funds and different types of mutual funds available in the market. Mutual Fund is a financial instrument where money is collected from multiple investors and this big sack of money is used to invest in stocks, bonds, gold or any other financial instrument. This investment is managed and monitored by professional Fund Managers of Asset Management Companies ( AMC's ).  This is just like travelling in a metro/local trains rather than owning a car and self-driving. We can also consider this situation as hiring a Ola/Uber pool where driver will take you and other peers to your destinations.   What are the advantages of investing in a mutual fund? For the people who believe that a professional fund manager can handle his/her money better and do not want to spend efforts/time in understanding and continuously ma...

Mukesh Dhirubhai Ambani: The Indian Wealth Creator

  I just tried this on Google Translate, and this is really amazing! First Dhirubhai Ambani, and now Mukesh Ambani - especially after the recent happenings, really confirms that the Romanian translation is indeed accurate!

How to achieve Financial Freedom in India?

In the last article we saw that it is possible to achieve financial freedom. We will see now how exactly to achieve it and plan for the execution. We have to accept that realities are always different  from the ideal solutions and are also difficult to achieve but not at all impossible. Some factors will not be in our control and hence it is important to understand the worst case scenarios and possible paths to achieve financial freedom. We'll divide our plan for financial freedom in 5 steps . Step 1  Payoff all your debts and loans before starting your goal of financial freedom. This is the most basic requirement as compounding is working in favour of banks and lenders and therefore against you. Only and only if the money borrowed is growing at a rate more than the interest paid to banks/lenders, it works for you.  Step 2 Decide the important factors that decides your financial freedom. They are :-  1. Your expected monthly expenses once you are financially free...

Which Stocks to Invest In? How to Build Your Portfolio of Stocks? [Part 1]

I am going to walk you through how I built my portfolio, what was my core thinking behind it, what research went into it, and finally the thing that matters the most, what my current returns are! Every investment must have a story around it. This story is what should drive us madly in love with the business we are investing in. Beware, however, that stories change, because, businesses change, markets change, a company's management changes. So we need to re-evaluate the story behind our investment from time to time to verify if our investment is still the same "person" with whom we fell in love it in the first place. I personally like to invest in companies whose products I, or my near and dear ones use. The reason behind that is I feel I am a difficult consumer to please. I only buy the bare-minimum products that I need to live my life with, and any product that makes it inside my house, definitely must be having a huge market in the outside world. I built my portfolio of...

What are Gilt Funds ?

 Gilt Funds are type of debt funds that invest in Government Debt Securities. According to SEBI rules, at least 80% of funds should be invested in Government Securities( G-Secs ). Government securities are a way RBI collects money from investors and gives to Central Government and State Government of India. These G-Secs have maturity ranging from 91 days to 40 years. The securities having maturity less than 1 year is called as Treasury Bills and more than 1 year are called bonds. These securities are traded in markets i.e say if you buy a 10 year G-sec bond with 7.5% returns today, then you can sell them in the market after 1 year as well. If you have a trading account with online broker like Zerodha, then you can buy/sell government securities on your own. Then the question arises why invest in Gilt Funds?   To invest directly in G-Secs, you can only do in multiples of Rs 10,000. Also, you have to choose a G-Sec maturity (1yr - 40yr). The higher the maturity more i...

Mohnish Pabrai's Investment Mantra

 Mohnish Pabrai is one of the great investors settled in America,  who was born in India. He started his investment career in 1994 and started a hedge fund, Pabrai Investment Funds in 1999. He is inspired by Warren Buffett's principles and strongly believes in value investing. Infact, he bid a whopping 650k dollars just for a charity dinner with Warren Buffett in 2007. He is managing more than 500 million dollars worth assets as of today.   Mohnish Pabrai is also known for his book Dhandho Investor.   We always make up a equation that higher the risk, higher the rewards and lower the risk, lower the rewards. He in this book explains how can one achieve high rewards with low risk methods. He calls this a " Dhandho " style.  Dhandho is a gujarati word meaning  endeavours that create wealth. Gujaratis and Marwaris are so good at their business. Mohnish in his book explains about Patels who migrated to America in 1970s and became rags to riches. Patels in ...

Exchange Traded Funds (ETFs) in India

As the name suggests, ETFs are funds that are traded on exchanges like NSE, BSE. ETFs like mutual funds invests in stocks ,  bonds,  gold . A very basic question arises is that how are they different from mutual funds? Let's Understand.                                            One difference between mutual fund and ETF is the ability to buy/sell. For a mutual fund, you might need to wait for (T+2) days to get the allocated mutual fund and (T+3) days to sell the mutual funds where T is the day you execute the order of buy/sell. This does not give you immediate liquidity from your investment and also you are not aware of the exact buying and selling price. Whereas ETFs are like any other stock that is traded on exchange and you know the buy price as well as the sell price. Also, you can buy/sell immediately in seconds. Though this is a advantage of ETF,...

Investing in Equity Vs Debt Instruments

A dilemma every investor faces at the beginning of investment journey is whether to invest fully into Equity or fully into Debt instruments or have a balanced investment in both the instruments. Some people advice based on age i.e if you are young, invest majorly into equity and as the age grows invest more into debt instruments. Some people advice on risk i.e if you are risk-taker then invest into Equity and if you are a risk-averse then invest into Debt instruments. Some people advice only Equity and some people advice only Debt instruments. No one is wrong here. But one thing is for sure that you will lose money if you blindly follow someone's advice (" Tips "). Therefore it is very important to understand the equity and debt instruments and take decision based on your preferences and be bold to follow " Suno Sabki Karo Manki ". One will make mistakes in this but will overcome those with a period of time. Let's understand how exactly the equity and debt s...