I think this year has been stupendous for FMCG sector and most of the stocks including bid daddy HUL has moved up sharply. FMCG index has out performed index.

When I look at traditional FMCG pack it is very difficult for them to grow at a fast pace as these categories are personal care maket is well penetrated in urban and middle classes.

But when we look at health products it is different story. I guess this category is set to grow much faster pace that traditional FMCG. If I were to ask myself my consumption for toothpaste, hair care, soap and detergent would have hardly gone up. But our families may be consuming lot more nutrition supplements etc.

Growth for GSK consumer has started acclerating.

At TED we have our own favourite Zydus Wellness.

One company which stuck me was Abbott. They are aggressively pushing Pediasure in modern retail. I checked and they also own legendary brands like Brufen and Diegine (more acidity due to junk food and you need more of it). PE of 20 and growing at same pace.

Then we have Marico who are chasing diabetic with their functional foods. PE of 30 and growing at 30%.

Request TED members to suggest listed companies in this area.

Disc: I may be invested in these companies.

Yes. Dabur definitely fits here.

Farex and Protinex are owned by Wockhardt. They wanted to sell it to Abbott. If Abbott buys it. They will be a big player.

Originally posted by nav_1996 Yes. Dabur definitely fits here. Farex and Protinex are owned by Wockhardt. They wanted to sell it to Abbott. If Abbott buys it. They will be a big player.

Any inputs on Pediasure.