HSIE Results Daily: ITC, State Bank of India, Berger Paints
ITC: ITC’s Q4 print was largely in-line with Revenue/EBITDA/APAT growing by 7/19/20% vs the expectation of 8/17/17%. Cigarette revenue/EBIT growth...
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HSIE Results Daily: ITC, State Bank of India, Berger Paints, Tata Elxsi
ITC: ITC’s Q4 print was largely in-line with Revenue/EBITDA/APAT growing by 7/19/20% vs the expectation of 8/17/17%. Cigarette revenue/EBIT growth...
380 Views
Consumer Discretionary - Discretionary Peak Most Certainly Behind Us
Demand peak in discretionary categories seems to be behind us: Our discretionary universe is expected to grow by ~19% YoY (revenue) in Q4FY23 (four...
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Kansai Paint Placement - Hardly an Outstanding First Offering Since Listing
Kansai Paint's shareholders aim to raise around US$291m via a secondary follow-on offering. This is a large deal to digest, at 34 days of three...
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Berger Paints (BRGR IN) / Pidilite Industries (PIDI IN) | Fundamental Factors Back the Signal
Berger Paints India (BRGR IN) / Pidilite Industries (PIDI IN) are exposed to similar customers but different demand dynamics offering an...
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