Hi Ranvir,
I think you have been a pro fmcg sector investor for quite some time. correct me if I am wrong. Not getting into whys of this, can you help me with your reco. I hold Pidilite, Britannia & GSK Con…whats your views on these.
Godrej consumer has corrected a lot, sept quarter results look great but see other income as a significant contributor. Minus OI, results are stagnant.
Any new addition that you wish to recommend…pls do. Essentially, I am looking for long term growers. Typical coffee can types 