Daily BriefsEquity Bottom-Up

Equity Bottom-Up: Dabur India Ltd and more

In today’s briefing:

  • Dabur India Ltd (DABUR IN) | Some Things Never Change

Dabur India Ltd (DABUR IN) | Some Things Never Change

By Pranav Bhavsar

  • Dabur India Ltd (DABUR IN) is over-exposed to rural India where the recovery is uncertain and slow. 
  • Channel feedback with regards to relationships with distributors and the company’s strategic direction has been poor. 
  • A weak operating environment coupled with a weak on-ground execution suggests underperformance may continue. 

Related tickers: Dabur India Ltd (DABU.NS)

Before it’s here, it’s on Smartkarma