HSIE Results Daily: Hindustan Unilever, Axis Bank, Wipro, LTIMindtree,
Hindustan Unilever: HUL’s revenue growth of 11% YoY was below our expectations (HSIE: 15%), with volumes growing by 4% (3% four-year CAGR, HSIE 7%)
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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...
404 Views
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...
278 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)
419 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)
374 Views