Consumer Discretionary (Q3FY23 Results Preview) - Healthy Quarter!
Our discretionary universe is expected to grow by ~14/% YoY (revenue) in Q3FY23 (three-year revenue/EBITDA CAGRs of 17/12% resp)
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Asian Paints (APL) - Raw Material Costs Weigh on Margins…
The company derives ~98% revenue from the paints business while 2% business comes from the home improvement business (kitchen and bathroom fittings).
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Asian Paints - Near Term Challenges Persist
Asian Paints Q2FY23 print was disappointment across all fronts, mainly on margins front which was below ours and consensus estimates.
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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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HSIE Results Daily: Asian Paints, Larsen & Toubro, Aether Industries...
Asian Paints: Asian Paints continues to deliver robust sales growth, at 54% YoY (three year CAGR: 19%; 7% above estimates)
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