Godrej Consumers - Acquisition to Be Earnings Dilutive
GCPL announced the acquisition of Raymond’s FMCG portfolio (Park Avenue and KamaSutra) on a slump sale basis for a total gross consideration of INR...
282 Views
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)
230 Views
FMCG & Alco Bev (Q3FY23 Results Preview): Unchanged demand trend, some respite in margins
Our FMCG coverage universe is expected to deliver growth of 9/11% on YoY/three-year CAGR in revenue in Q3FY23 (vs 17/10% in Q3FY22 and 8/11% in...
466 Views
HSIE Results Daily: Godrej Consumers, Bharat Petroleum Corporation, Jubilant FoodWorks
Godrej Consumers: GCPL’s consolidated revenue grew 7% YoY, with domestic/international clocking 8/6% YoY growth (9/8% three-year CAGR)
185 Views
FMCG & Alco Bev (Q2FY23 Results Preview): Growth and margin to remain under pressure
Demand trends in our FMCG universe for Q2FY23 will be similar to the trends seen in the previous two quarters where demand was impacted by the...
122 Views