Aditya Birla Fashion (Abfrl) -Long Term Growth Levers Intact; Maintain BUY
Aditya Birla Fashion (ABFRL) reported 50% YoY revenue growth (33% revenue growth over pre- Covid levels) in Q2FY23, led by a sharp recovery in...
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HSIE Results Daily: State Bank of India, Titan, GAIL, Aditya Birla Fashion and Retail
Asset quality continued to remain robust, with slippages at ~0.4% (albeit net of inter-quarter upgrades) and a steady restructured pool at 0.9% and...
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Consumer Discretionary (Q2FY23 Results Preview): Expect a buoyant quarter; alas! bargains absent
Our discretionary universe is expected to grow by ~29% YoY (revenue) in Q2FY23 (3-year revenue/EBITDA CAGRs of 19/17% resp)
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Consumer Discretionary - Margin Recovery to Lag that in Topline
Our discretionary universe is expected to nearly double sales YoY in Q1FY23 as the companies get their first pandemic-free quarter (3-year revenue...
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Aditya Birla Fashion and Retail - A Strong Recovery in Business, Particularly the Lifestyle
A strong recovery in business, particularly the Lifestyle segment, saw 59% YoY jump in ABFRL’s 4QFY22 EBITDA backed by 25% YoY revenue growth and...
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