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)
471 Views
Asian Paints (APL) - Raw Material Costs Weigh on Margins…
The company derives ~98% revenue from the paints business while 2% business comes from the home improvement business (kitchen and bathroom fittings).
188 Views
Asian Paints - Near Term Challenges Persist
Asian Paints Q2FY23 print was disappointment across all fronts, mainly on margins front which was below ours and consensus estimates.
282 Views
Consumer Discretionary (Q2FY23 Results Preview): Expect a buoyant quarter; alas! bargains absent
Our discretionary universe is expected to grow by ~29% YoY (revenue) in Q2FY23 (3-year revenue/EBITDA CAGRs of 19/17% resp)
208 Views
HSIE Results Daily: Asian Paints, Larsen & Toubro, Aether Industries...
Asian Paints: Asian Paints continues to deliver robust sales growth, at 54% YoY (three year CAGR: 19%; 7% above estimates)
253 Views