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...
292 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...
271 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...
339 Views
Asian Paints - Soft Quarter, but Green Shoots on the Horizon
Muted Topline, but Signs of Recovery Emerge: Asian Paints reported a marginal 0.3% YoY decline in consolidated revenue for Q1FY26, largely due to...
210 Views
Asian Paints (APNT IN) - Growth Outlook Remains Hazy
While we expect demand scenario to improve post 1Q/2Q26 aided by benefits of recently announced tax cuts by GOI, the impact of competitive...
257 Views