The Narrative | Q2 FY22 | India Consumer - Asian Paints, PVR, Reliance Retail, Titan, Page, Indigo
The edition focuses on key quotes from the earnings transcripts of Asian Paints / PVR Ltd / Reliance Retail / Titan / Page Industries /Indigo
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Asian Paints: Whistle Blower Letter
Asian Paints faced a whistleblower event, flagging related party transactions carried out by the promoters. We analyse the allegations by looking...
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Asian Paints: Higher Raw Material Prices Dent Margins
The company took a price hike of 4% in Q2FY22 and has further guided to take price hikes to offset higher input prices. Strong brand, market...
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HSIE Results Daily: Asian Paints, Havells India
Havells India: Havells delivered a strong Q2FY22 revenue performance; however, margin was a miss. Revenue grew by 31% YoY (20% two-year CAGR, HSIE...
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Asia Ex-Japan Positioning: India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
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