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...
161 Views
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)
301 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...
149 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...
162 Views
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...
250 Views