FMCG & Alco Bev: Respite in demand and margins pressure
Our FMCG coverage universe is expected to deliver growth of 10/9% on YoY/four-year CAGR in revenue in Q4FY23 (vs 12/8% in Q4FY22 and 8/10% in Q3FY23)
232 Views
HSIE Results Daily: Maruti Suzuki, SBI Cards and Payment Services
Maruti Suzuki: Maruti’s Q3 PAT, at INR 23.5bn, came in above our estimate of INR 18bn, led by better-than-expected ASP and higher other income
258 Views
Colgate Palmolive (India) Ltd - Miss on All Fronts
Revenue growth was subdued at ~0.8% YoY (2-3% volume decline) on account of rural slowdown and inflationary pressure. The management, however,...
251 Views
FMCG & Alco Bev (Q3FY23 Results Preview): Unchanged demand trend, some respite in margins
Our FMCG coverage universe is expected to deliver growth of 9/11% on YoY/three-year CAGR in revenue in Q3FY23 (vs 17/10% in Q3FY22 and 8/11% in...
470 Views
Colgate-Palmolive - Another New Beginning, but Challenges Persist
CLGT’s new CEO Prabha Narasimhan unveiled her plans to drive growth in oral care, increase premiumization in the category, and focus on the non...
363 Views