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...
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Trent Ltd - Outstanding Performance; Maintain BUY
Trent's Q3FY23 print was better than our expectations. It maintained its strong revenue growth momentum, up 61% YoY (36% on a 3-Year CAGR basis) to...
282 Views
Consumer Discretionary - Healthy Quarter!
Our discretionary universe is expected to grow by ~14/% YoY (revenue) in Q3FY23 (three-year revenue/EBITDA CAGRs of 17/12% resp)
423 Views
Consumer Discretionary (Q3FY23 Results Preview) - Healthy Quarter!
Our discretionary universe is expected to grow by ~14/% YoY (revenue) in Q3FY23 (three-year revenue/EBITDA CAGRs of 17/12% resp)
382 Views
HSIE Results Daily: Trent, NHPC, Astral, Torrent Power, Emami, Fine Organic Industries
Trent: Trent reported a stellar Q2 top-line print. Standalone revenue grew 30% CAGR (three-year) to INR18.14bn. We suspect while Westside’s growth...
216 Views