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
DOMS Industries IPO - Thoughts on Valuation - Isn't Cheap, Neither Are Its Peers Cheap
Doms (DOMS IN) is looking to raise around US$140m in its India IPO. We have looked at the past performance in our earlier notes, in this note we...
522 Views
DOMS Industries Pre-IPO - Strong Earnings Growth but Will Probably Peter Out
Doms (DOMS IN) is looking to raise around US$140m in its upcoming India IPO. In this note, we look at teh company's past performance.
515 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