Berger Paints - In-Line Print
Berger Paints: BRGR delivered an in-line topline at INR 26.7 bn (20% YoY; three-year CAGR: 18%) But it fell marginally short vis-a-vis APNT’s
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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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Berger Paints India Ltd - Disappointing Quarter; Management Not Unduly Worried by New Competition
Berger Paints India Ltd. (BRGR) delivered a flat volume growth in the domestic decorative (Dom-Deco) business in 4QFY22, leading to 8% YoY...
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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