Consumer Discretionary - Margin Recovery to Lag that in Topline
Recovery trends in discretionary categories are healthy: Our discretionary universe is expected to clock 11/2% revenue/EBITDA growth YoY (partly...
149 Views
Consumer Discretionary Margin Recovery to Lag that in Topline
Recovery trends in discretionary categories are healthy; Our discretionary universe is expected to clock 11/2% revenue/EBITDA growth YoY (partly...
162 Views
Asian Paints: Near Term Volume Sustenance Key Amid RM Inflationary Pressure
We revise our rating to HOLD (BUY earlier) with a revised TP of Rs. 3,200 (Rs. 3,300 earlier) we continue to value the stock at 57x FY24E EPS.
169 Views
Asian Paints: Strong Volume Growth Continues
Despite being in a capital intensive business, the company has maintained a strong balance sheet with RoCE, RoE of 31%, 27%, respectively Q3FY22...
174 Views
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...
67 Views