FMCG & Alco Bev - Slow Pick-Up in Growth, Margin Expansion to Continue
Continuing from previous quarters the demand environment remained stable led by urban markets while rural recovery was below expectation
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Top Sector Ideas - FMCG Sector
Early Signs of Rural Recovery: Most Staple companies under our coverage have indicated early signs of rural recovery. Moving forward, volume growth...
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FMCG: Demand recovery lags margins
On a four-year CAGR basis, the universe clocked 9% growth in Q4FY23, a trend similar to that witnessed in the previous few quarters
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Top Picks - Upcoming Monsoon Critical for Broad-Based Recovery - June 2023
Axis Top Picks basket delivered impressive returns of 25% in the last one year, outperforming the benchmark Index NIFTY 50 (12% returns in one...
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HSIE Results Daily: ITC, State Bank of India, Berger Paints
ITC: ITC’s Q4 print was largely in-line with Revenue/EBITDA/APAT growing by 7/19/20% vs the expectation of 8/17/17%. Cigarette revenue/EBIT growth...
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