India Staples | Supplier Interaction Indicates Demand Momentum Likely to Continue
For this Insight, we interact with a packing supplier to edible oil companies. Based on this, we expect Marico to beat its volume guidance for its...
603 Views
Hindustan Unilever | Potential Estimates and Valuations | #Comebackstronger
In this Insight, we build our FY21 and FY22 forecasts and present our take on HUVR's valuations. With significant supply expected as highlighted in...
345 Views
Marico (MRCO IN) | Why We Got It Wrong? And What Is Priced In?
We have been bullish on Marico Ltd (MRCO IN). Our bullish stance on MRCO has been discussed in the Marico (MRCO IN) | Checks Indicate Saffola May...
363 Views
2019 Review & 2020 Key Themes | What Has Worked, What Has Not
The objective of this Insight is to reflect back on our work published on Smartkarma. To highlight what has worked for us and more importantly what...
620 Views
Marico (MRCO IN) | Checks Indicate Saffola May Continue Strong Performance
Marico Ltd (MRCO IN) posted a stellar Q4, meeting volume expectations, while most peers missed volume estimates, blaming the broader consumer...
635 Views