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...
455 Views
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
Godrej Consumer Products Ltd - Good Q2; with India/Indonesia Performing Well
India business volume growth of 7% is much better as compared with some large FMCG peers in the current muted demand environment.
279 Views
Godrej Consumer (2QFY25): Growth to Be Back-Ended. Maintain BUY
GCPL’s 2QFY25 results were below our estimates, owing to the lower-than-expected performance of the domestic business (EBITDA margin contracted 170...
279 Views
Consumer (Q2FY25 Results Preview): One more soft quarter but outlook is improving
We expect our consumer coverage to report revenue growth in mid-single-digits (6% yoy), driven by volume growth. At an aggregate level, we expect...
316 Views