Titan - Underwhelming Print!
Titan’s Q4FY22 revenue grew 4% YoY to INR78bn. Jewelry (ex-bullion) declined 3% YoY (three-year CAGR for Q4FY22: ~17%; in-line)
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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...
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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...
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HSIE Results Daily: ITC, Titan, Dabur, GAIL (India), Cadila Healthcare, Emami, Balaji Amines, JK...
Cadila Healthcare: Cadila's Q3 revenue/EBITDA missed our estimates by ~3%/9% due to lower-than-expected sales in India/EMs and higher R&D and...
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Titan Company Ltd: Jewellery Glitters with Strong Consensus Beat in Q2
Jewellery glitters with strong consensus beat in Q2 lifestyle company, with jewellery being the leading vertical (82% of revenues). Robust...
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