Godrej Consumer - Near-Term Demand Pressure Sustains
Godrej Consumer (GCPL) reported a 3% YoY increase in consolidated net revenue to INR37.7b (est. INR37.5b).Constant currency organic revenue growth...
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Godrej Consumer Products - Near-Term Outlook Weak; Step up in Execution Is Key
GCPL has been a play on execution for a couple of years now. Our downgrade (to Reduce) after the Q3 business update factored in concerns on...
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Godrej Consumer Products Ltd - Weak Q3 Likely; Long-Term Growth Avenues Intact
GCPL eyes a weak Q3FY25 in its mid-quarter update with standalone sales volume to remain flat, while a hike in palm oil prices would stress margins.
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Consumer: Rurban Pulse - Decoding Consumer Demand
The investing community at large, or Mr. Market, is in a dilemma as to whether consumption has slowed down despite the enormous potential of young...
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Consumer (3QFY25 Results Preview): Challenges Persist
We expect our consumer coverage to report a high-single-digit revenue growth of 9% YoY, mainly driven by price hikes. At an aggregate level, we...
573 Views