FMCG - D2C Is Here to Stay; Omni-Channel the Way Forward
In continuation to our D2C thematic–Changing Landscape Not Fully Factored In– we recently hosted multiple founders and experts in the D2C space.
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HSIE Results Daily: Godrej Consumers, JK Lakshmi Cement, Somany Ceramics
Godrej Consumers: GCPL’s Q4 performance was a mixed bag, with in-line revenue but a miss on EBITDA margin. Consolidated revenue grew 7% YoY
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FMCG & Alco Bev: Rural Demand Struggles; Margin Pressures Continue
Aggregate revenue/EBITDA to grow by 8/9%: Our FMCG coverage universe is expected to deliver growth of 8/9% YoY in revenue/EBITDA in Q4FY22...
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Godrej Consumer: Investment Rationale Intact
Godrej Consumer (GCPL) is our top pick from our Staples Coverage Universe from a oneyear horizon. Recent sales growth momentum encouraging..
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HSIE Results Daily: Godrej Consumers, Cipla, GAIL, Gujarat Gas, Hindustan Petroleum Corporation,...
Aditya Birla Capital: As outlined in our Initiation note, Aditya Birla Capital (ABCL) continues on its journey towards a credible makeover, driving...
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