AGM Diaries | Kansai Nerolac - Be Prepared for a Muted FY21
We present our takeaways from attending Kansai Nerolac's virtual AGM. Weak revenue growth, lower margins and lower return ratios are here to stay...
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India Consumer Discretionary: Decorative Paint Demand Flattish YoY in 4QFY18
Paint distributors indicate flat YoY demand in 4QFY18 despite low baseIn our recent interaction with a number of paint dealers in Western and...
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Kansai Paint:Â Emerging Markets Exposure, M&A and Gearing to a South African Recovery
Following up on our previous insight, our discussion with the company lead us to remain positive on the stock despite some valuation...
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