Post Budget Analysis and Stock Ideas
The finance minister delivered along the expected lines with an emphasis on the continuation of higher capital expenditure on top of the medium...
298 Views
FMCG & Alco Bev (Q3FY24 Results Preview): Uninspiring demand recovery
Slow pick-up in demand, revenue to grow by 4/9% on YoY/four-year CAGR: Our FMCG coverage universe is expected to deliver 4/9% growth YoY/four-year...
174 Views
HSIE Results Daily: Tata Motors, Britannia Industries, Dabur, Hero Motocorp
Tata Motors: JLR Q2 margins declined 140bps QoQ to 14.9% due to adverse mix, higher VME + FME and this was despite higher capitalization rate
381 Views
FMCG & Alco Bev - Slow Demand Recovery, Margin Expansion to Continue
Our FMCG coverage universe is expected to deliver 6/10% growth YoY/four-year CAGR in revenue in Q2FY24 (vs18/10% in Q2FY23 and 9/3% in Q1FY24)
343 Views
FMCG: Rural recovery insight, margin recovery to sustain
On a four-year CAGR basis, the universe clocked 15% growth in Q1FY24 with QSR/Paints growing ahead of our index (35/15%) in Q1FY24
382 Views