FMCG & Alco Bev: Respite in demand and margins pressure
Our FMCG coverage universe is expected to deliver growth of 10/9% on YoY/four-year CAGR in revenue in Q4FY23 (vs 12/8% in Q4FY22 and 8/10% in Q3FY23)
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Honasa Consumer Pre-IPO - The Positives - New Age DTC Brand
Honasa Consumer, a DTC beauty and personal care brand, is looking to raise about US$350m in its upcoming India IPO. In this note, we will talk...
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Dabur India - Marginal Beat; Maintain BUY
Revenue was marginally lower than our estimates on account of weak consumer sentiments, especially in rural India. Delayed winter further impacted...
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Mankind Pharma (6596876Z IN) Pre-IPO: Solid India-Centric Growth Story Fueled by Marquee Brands
Mankind Pharma has filed for INR55B IPO, which can be the second largest among Indian healthcare companies. Strong brand positioning is the key...
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Pick of the Week - Dabur India Ltd
Dabur India Limited has become one of India's leading FMCG companies and India's most trusted name. Today, it also stands as one of the world's...
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