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)
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Axis Top Picks - Oct 2023
We are proud to share that our Axis Top Picks basket delivered impressive returns of 32% in the last one year, beating by a wide margin the 15%...
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Axis Top Picks for the month of September 2023
Axis Top Picks basket delivered impressive returns of 28% in the last one year, against the 8% return posted by Nifty 50, beating the benchmark by...
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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
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FMCG Sector: Q1FY24 Review
Rural recovery continues: Most Staple companies under our coverage have indicated sustained signs of rural recovery. Moving forward, volume growth...
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