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Tuesday, 13 August 2013

BRITANNIA INDUSTRIES - Mulitbagger Trgt 1800 2yrs time frame


  • Britannia Industries Limited (BIL) is a major player in the Indian Foods market with leadership position in Bakery category and has a market share of ~ 30% in the industry.
  • Britannia offers both delightfully indulgent and healthy choices in biscuits, bread, cake, rusk and a range of dairy products that include cheese, curd and specially formulated functional beverages with a dairy base.
  • It has strong brands in the fastest growing biscuit market like ‘Good Day’, ‘Marie Gold’, ‘Tiger’, ‘50:50’, ‘Milk Bikis’,‘Treat’, ‘Burbone’, ‘Little Hearts’, ‘Pure Magic’ and ‘Nutrichoice’.
  • Britannia has launched various value added products to increase its mix towards premiumisation with its products like Pure
  • Magic, Treat, Good Day, Burbone etc and has undertaken a cost rationalisation which is expected to improve the margin of the company going forward.
  • It derives around 25% of its total sales from non-biscuits category whereas biscuits constitutes around 75% of the total sales.
  • The Company has been driving its sales by introducing several new and renovated offerings acrosss the entire portfolio that includes NutriChoice Multigrain Thins and Roasty, Pure Magic, Treat Fruit Creams, Marie with Honey, Tiger-Zor chocolate and almond milk.
One can buy with a Trgt 1800 2yrs time frame.

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