FMCG - D2C Is Here to Stay; Omni-Channel the Way Forward
In continuation to our D2C thematic–Changing Landscape Not Fully Factored In– we recently hosted multiple founders and experts in the D2C space.
294 Views
HSIE Results Daily: Godrej Consumers, JK Lakshmi Cement, Somany Ceramics
Godrej Consumers: GCPL’s Q4 performance was a mixed bag, with in-line revenue but a miss on EBITDA margin. Consolidated revenue grew 7% YoY
114 Views
FMCG & Alco Bev: Rural Demand Struggles; Margin Pressures Continue
Aggregate revenue/EBITDA to grow by 8/9%: Our FMCG coverage universe is expected to deliver growth of 8/9% YoY in revenue/EBITDA in Q4FY22...
256 Views
Godrej Consumer: Investment Rationale Intact
Godrej Consumer (GCPL) is our top pick from our Staples Coverage Universe from a oneyear horizon. Recent sales growth momentum encouraging..
186 Views
Godrej Consumer Products: Q1FY22 Result Review
Godrej Consumer Products (GCPL) result was in-line with our estimates. India business continues to grow at high double digit on a base of 5%YoY...
181 Views