V-Guard 4QFY17- Strong Growth, Lower Margins; GST Springs Negative Surprise
Grows 4QFY17 revenues 21.4% YoY on revival in post-demonetization demand in north India. Channel filling did not drive revenue growth unlike...
239 Views
India Consumer Discretionary: On-The-Ground Signals of Growth Rebound
Consumer loan applications recoverIndian consumers seem to have recovered some of their strides after the jolt of demonetization in November 2016....
334 Views
Crompton Consumer or V-Guard: Which Do We Prefer
Crompton Consumer (CROMPTON IN) shares a number of business attributes with its smaller rival V-Guard (VGRD IN)- namely a long growth runway on...
7.8k Views
Falling Natural Gas Production and Poor Import Infra Make PNG a Distant Dream for Most Indians
In July 2015, the Indian government set a target of 10 million PNG (piped natural gas) connections to be made within two years. But as of September...
3.5k Views
V-Guard: Multi Year Compounding Ahead
A brand business on the urbanization theme- a very long runway. Brand strength illustrated by improving profitability and reduction in working...
290 Views