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JHS SVENDGAARD: Key takeaways
It is one of the few integrated oral care companies in India (manufacturing toothpaste,
toothbrush and mouthwash). It focuses only on contract manufacturing and has no
ambitions in branding.
Key clients in oral care are Dabur, P&G and some pharmaceutical companies.
In oral care, J&J, GSK and P&G are not meaningfully present in India – implying that
competitive activity could increase.
It has set up an exclusive facility for P&G for detergents in Himachal.
It has a competitive advantage due to the availability of unutilized capacity in Himachal
with fiscal benefits till FY2020 (which can be offered for contract manufacturing at a
higher profitability).
India Equity Research Reports, IPO and Stock News
Visit http://indiaer.blogspot.com/ for complete details �� ��
JHS SVENDGAARD: Key takeaways
It is one of the few integrated oral care companies in India (manufacturing toothpaste,
toothbrush and mouthwash). It focuses only on contract manufacturing and has no
ambitions in branding.
Key clients in oral care are Dabur, P&G and some pharmaceutical companies.
In oral care, J&J, GSK and P&G are not meaningfully present in India – implying that
competitive activity could increase.
It has set up an exclusive facility for P&G for detergents in Himachal.
It has a competitive advantage due to the availability of unutilized capacity in Himachal
with fiscal benefits till FY2020 (which can be offered for contract manufacturing at a
higher profitability).
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