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...
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Axis Research Scorecard Report - Mar 2022
Axis Top Picks basket has delivered an astounding return of 127% since its inception, notably beating the 89% return reported by the benchmark...
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Axis Top Picks April 2022
Commodities and IT sectors are the biggest winners of FY22. In the last one year, the Metals sector has gone up 53%, Energy by 40%, commodities by...
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Bata India: Building Levers for Sustainable Growth
It has a robust b/s with healthy cash, bank balance worth Rs 865+ crore (as on H1FY22), negative working capital cycle and generating RoCE of 23%+...
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Footwear: No bargains here!
Footwear, like most F&L categories, is fragmenting, with top businesses within the ecosystem losing revenue/EBITDA share.
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