4 Tweets Jan 09, 2023
It's quite amazing when you realize that #ITC's net profit is equivalent to the rest of the Consumer pack (ex-HUL)!
~Nestle India
~Britannia
~Godrej Consumer
~Dabur
~Marico
~Colgate-Palmolive
~Tata Consumer
~Emami
~United Spirits
~Godfrey Philips
~Bajaj Consumer
~Jyothy Labs
There are valid observations around difference in Cigarette vs FMCG profits and size of equity base. This is meant just as a data point on the scale of ITC.
If you are new here, you might find these handy resources useful.
Since, few asked in comments, here is how the market cap stacks up for ITC versus the same set. HOWEVER, please note that pureplay FMCG valuations is not the right benchmark for ITC, where one needs to think from SOTP perspective.

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