INSUBCONTINENT EXCLUSIVE:
Mumbai: The de-rating story of Castrol India could prove to be a valuable lesson for investors to understand the possibility of expensive
stocks in branded and semibranded categories facing a similar situation, said Kotak Institutional Equities.
The institutional brokerage
said Kotak Institutional Equities
the share of electrical vehicles in total vehicle population reaches a sizeable figure, said the brokerage.
In the context of expensive
stocks facing a similar situation, the brokerage said branding and semibranded products could face disruption from standardisation and
formalisation.
Kotak Institutional Equities said semi-branded businesses such as building components will be the first to see the disruption
from standardisation of products.
Private labels of organised players (e-commerce and physical) may even disrupt the stranglehold of FMCG
companies, a possible outcome of formalisation of retailing in India, said the brokerage.
