Cera SanitaryWare Ltd

Some views on this covered here - Indigo Paints: Upcoming Star - #50 by zygo23554

Building materials will see the respective category leaders encroaching into each other’s turf over the medium term. Brand extension into adjacencies is credible and they already have the distribution and channel might to be able to create a market for themselves.

Isn’t this how HUL and ITC built adjacent brands over a period of time?
If the dealer wants to sell Fair & Lovely/Cigarette he should stock and push the newer products too

Isn’t this how managements implement a cross selling framework for their sales teams?
If you want your incentive for this year, 5% of the fee you generate should come from life insurance

Using principles of inversion, any business that can deliver respectable growth in their new verticals has a lot of clout within their channel. Only the strongest of businesses will think they can pull off something like this, an average business which has neither the brand value nor the channel clout will not even try to do something like this.

Building materials categories have a long tail of unorganized players who will cede market share to the organized ones over the next 10 years. The battle is for this pie which is a growing market.

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