External broker reports(aggregated public sources), ICICI Securities Ltd

ICICI Securities Limited

External broker reports(aggregated public sources)

ICICI Securities Ltd

ICICI Securities Limited provides investment services. The Company provides corporate and investment banking, securities, wealth management, retail brokerage, initial public offerings, and advisory services. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<ul><li>Nestlé India (NIL) is the largest food company in India with over Rs 14000 crore of sales.</li><li>It is broadly present in infant &amp; baby food products, noodles, chocolates &amp; beverage categories.</li><li>In the last five years, the company has forayed into newer categories and launched more than 100 new products.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Nestlé India (NIL) is the largest food company in India with over Rs 14000 crore of sales.It is broadly present in infant &amp; baby food products, noodles, chocolates &amp; beverage categories.In the last five years, the company has forayed into newer categories and launched more than 100 new products.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Nestlé India (NIL) - Splendid Volume Growth; Margins to Recover in CY23

External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

HDFC securities is the best online trading platform for stocks, IPOs, mutual fund in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Thematic (Sector/Industry)

<ul><li>Nestle India: Nestle reported a beat on revenue while margin was below our expectations</li><li>Domestic revenue growth was at 18%, showcasing an acceleration in its three-year CAGR at 13%</li><li>The growth was led by strong volume and mix across large metros, mega cities, and smaller towns, including rural markets</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Nestle India: Nestle reported a beat on revenue while margin was below our expectationsDomestic revenue growth was at 18%, showcasing an acceleration in its three-year CAGR at 13%The growth was led by strong volume and mix across large metros, mega cities, and smaller towns, including rural marketsContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

HSIE Results Daily: Nestle India, UltraTech Cement

HSIE Results Daily: Nestle India, UltraTech Cement, IndusInd Bank

External broker reports(aggregated public sources), Axis Direct

Axis Direct

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>Nestle India (NEST) reported broad-based growth in Q3CY22 which stood in line with our estimates.</li><li>Total revenue grew ~18% YoY to Rs 4,567 Cr (~3% above our estimate of Rs 4,418 Cr in Q3CY22).</li><li>While domestic sales reported 18.3% YoY growth driven by double-digit growth in key brands, Export revenues reported a 15.7% growth YoY led by wider offerings in Maggi and Confectionary.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Nestle India (NEST) reported broad-based growth in Q3CY22 which stood in line with our estimates.Total revenue grew ~18% YoY to Rs 4,567 Cr (~3% above our estimate of Rs 4,418 Cr in Q3CY22).While domestic sales reported 18.3% YoY growth driven by double-digit growth in key brands, Export revenues reported a 15.7% growth YoY led by wider offerings in Maggi and Confectionary.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Nestle India (Ltd) - Good Set of Numbers in Challenging Times; Entry into D2C Platform

<ul><li>Volume weakness to continue, revenue to grow by 15/10% on YoY/three-year CAGR (weak ex-ITC): Our FMCG coverage universe is expected to deliver growth of 10/15% on YoY/three-year CAGR in revenue in Q2FY23 (vs 12/7% in Q2FY22 and 24/11% in Q1FY23)</li><li>ITC’s strong reported growth will drive the aggregate growth for Q2FY23, ex-ITC we expect overall weakness in volume</li><li>Demand trends in our FMCG universe for Q2FY23 will be similar to the trends seen in the previous two quarters where demand was impacted by the retail inflation (particular in rural).</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Volume weakness to continue, revenue to grow by 15/10% on YoY/three-year CAGR (weak ex-ITC): Our FMCG coverage universe is expected to deliver growth of 10/15% on YoY/three-year CAGR in revenue in Q2FY23 (vs 12/7% in Q2FY22 and 24/11% in Q1FY23)ITC’s strong reported growth will drive the aggregate growth for Q2FY23, ex-ITC we expect overall weakness in volumeDemand trends in our FMCG universe for Q2FY23 will be similar to the trends seen in the previous two quarters where demand was impacted by the retail inflation (particular in rural).Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

FMCG & Alco Bev (Q2FY23 Results Preview): Growth and margin to remain under pressure

India

Nestle India Ltd. manufactures brand name milk products and other food products. The Company's products include Everyday dairy whitener, milk powder and ghee, Milkmaid sweetened condensed milk and Cerelac weaning foods. Nestle's beverages include Nescafe and Sunrise coffee and Nesfit enriched glucose powder. Nestle also manufactures Maggi noodles, soups and sauces.

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Nestle India (NEST IN)

Nestlé India (NIL) - Splendid Volume Growth; Margins to Recover in CY23

Nestlé India (NIL) is the largest food company in India with over Rs 14000 crore of sales.It is broadly present in infant & baby food products,...

ICICI Securities Limited

HSIE Results Daily: Nestle India, UltraTech Cement

Nestle India: Nestle reported a beat on revenue while margin was below our expectationsDomestic revenue growth was at 18%, showcasing an...

HDFC Securities

HSIE Results Daily: Nestle India, UltraTech Cement, IndusInd Bank

Nestle India: Nestle reported a beat on revenue while margin was below our expectationsDomestic revenue growth was at 18%, showcasing an...

HDFC Securities

Nestle India (Ltd) - Good Set of Numbers in Challenging Times; Entry into D2C Platform

Nestle India (NEST) reported broad-based growth in Q3CY22 which stood in line with our estimates. Total revenue grew ~18% YoY to Rs 4,567 Cr

Axis Direct

FMCG & Alco Bev (Q2FY23 Results Preview): Growth and margin to remain under pressure

Demand trends in our FMCG universe for Q2FY23 will be similar to the trends seen in the previous two quarters where demand was impacted by the...

HDFC Securities

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