Rakshit Ranjan on why Marcellus is betting on agile players over traditional FMCG giants

​Tata Consumer is a very different business compared to where it was even till last year and very-very different from where it was four or five years ago. And it is this capital allocation intensity of some of our consumption picks, which is what we are trying to play rather than the standard FMCG of a little bit of market share gain in the existing categories and nothing new in terms of capital allocation beyond the core.