Consumer Discretionary - Margin Recovery to Lag that in Topline
Our discretionary universe is expected to nearly double sales YoY in Q1FY23 as the companies get their first pandemic-free quarter (3-year revenue...
153 Views
Kansai Nerolac - Results Reviews - Weakest Among Peers; Pain Seems Priced In
Kansai Nerolac’s (KNPL) standalone revenue, at 6.2% YoY (INR14.1bn, 3-year CAGR: 8%), was largely in line. In decorative segment, volume declined 7...
203 Views
Kansai Nerolac - Weakest Among Peers; Pain Seems Priced In
Kansai Nerolac’s (KNPL) standalone revenue, at 6.2% YoY (INR14.1bn, 3-year CAGR: 8%), was largely in line. In decorative segment, volume declined 7...
180 Views
S&P BSE Indices: No Changes for SENSEX; 7 ADDs/DELs for BSE 100 in June 2022
S&P BSE Index changes for June 2022 were announced last week. No changes for SENSEX. 7 Adds/Deletes for BSE 100 including some negative and...
348 Views
Consumer Discretionary - Margin Recovery to Lag that in Topline
Recovery trends in discretionary categories are healthy: Our discretionary universe is expected to clock 11/2% revenue/EBITDA growth YoY (partly...
145 Views