FMCG & Alco Bev - Slow Pick-Up in Growth, Margin Expansion to Continue
Continuing from previous quarters the demand environment remained stable led by urban markets while rural recovery was below expectation
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Patanjali Foods FPO - Very Well Flagged with a Decent Discount
The promoters of Patanjali Foods aim to sell up to 9% of the company via an FPO. In this note, we talk about the deal dynamics and run the deal...
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Top Sector Ideas - FMCG Sector
Early Signs of Rural Recovery: Most Staple companies under our coverage have indicated early signs of rural recovery. Moving forward, volume growth...
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FMCG: Demand recovery lags margins
On a four-year CAGR basis, the universe clocked 9% growth in Q4FY23, a trend similar to that witnessed in the previous few quarters
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Top Picks - Upcoming Monsoon Critical for Broad-Based Recovery - June 2023
Axis Top Picks basket delivered impressive returns of 25% in the last one year, outperforming the benchmark Index NIFTY 50 (12% returns in one...
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