Aditya Birla Fashion Ltd. - Negative Operating Leverage & Rising Debt
The company’s revenue grew 26% YoY (16% on a 3-Year CAGR), led by strong LTL growth across businesses and store expansion.
201 Views
Aditya Birla Fashion and Retail: ABFRL’s TCNS Acquisition—playing with Fire.
ABFRL announced the acquisition of TCNS Clothing (TCNS) and will acquire a 51% stake in TCNS in a two-part transaction: (1) it will acquire 22...
391 Views
Aditya Birla Fashion and Retail - ABFRL’s TCNS Acquisition—playing with Fire.
ABFRL announced the acquisition of TCNS Clothing (TCNS) and will acquire a 51% stake in TCNS in a two-part transaction: (1) it will acquire 22...
271 Views
Consumer Discretionary - Discretionary Peak Most Certainly Behind Us
Demand peak in discretionary categories seems to be behind us: Our discretionary universe is expected to grow by ~19% YoY (revenue) in Q4FY23 (four...
413 Views
HSIE Results Daily: Berger Paints, Voltas, Aditya Birla Fashion and Retail, Kansai Nerolac
Berger Paints: BRGR delivered an in-line top-line (5.6% YoY three-year CAGR: 17% INR27bn) whose three-year CAGR was at par with APNT’s
322 Views