With solid double-digit volume growth, this FMCG stock aims to raise the bar to 18-20%!

Published 01st July 2024

Head and shoulders above the rest

The FMCG sector has been struggling with giants like HUL, Marico, and Dabur unable to generate double-digit volume growth in the last few years. But CCL Products stands out!

Pushing the envelope

CCL Products' volumes have grown 10-12% annually in the last decade, with a 14% growth in FY24. In fact, it is aiming for 18-20% volume growth in the coming years!

What does it do?

The company primarily operates as a B2B player and sells consumable coffee (fast consumer goods category) to global coffee brands.

What is it doing to achieve its lofty goals?

– Eyeing to raise market share (global volumes) from 8% to 15% – Raised its capacity by over 2 times to 71,000 metric tonne between FY17-FY24 – Aggressively expanding into B2C segment

A compelling case but…

Its bold goals, growth strategy, decent P/E of 32x and 5-year median ROE of 18% makes it an enticing bet. But the company may have been too confident.

A house of cards with risks galore

The company is in for many hurdles from industry slowdown to stiff competition. To read if its goals are within its reach or not, click on the link below and head to our story.