FMCG, Alco Bev & QSR (Q4FY24 Results Preview): Challenging demand environment
Demand environment continues to remain challenging: FMCG demand sentiment has stayed consistent during the quarter, largely mirroring trends seen...
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FMCG/Alco Bev & QSR - Challenging Demand Environment
Demand environment continues to remain challenging: FMCG demand sentiment has stayed consistent during the quarter, largely mirroring trends seen...
146 Views
FMCG & Alco Bev (Q3FY24 Results Preview): Uninspiring demand recovery
Slow pick-up in demand, revenue to grow by 4/9% on YoY/four-year CAGR: Our FMCG coverage universe is expected to deliver 4/9% growth YoY/four-year...
165 Views
HSIE Results Daily: Indian Oil Corporation, Godrej Consumers, Ambuja Cement, Gail
Our ADD rating on Indian Oil Corporation (IOCL), with a target price of INR 100, is premised on robust refining and marketing margins, partially...
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HSIE Results Daily: Indian Oil Corporation, Godrej Consumers, Ambuja Cement, Gail, ACC, CDSL
IOCL reported EBITDA of INR 213bn (+11x YoY, -4% QoQ), which was broadly in line, while APAT came in at INR 130bn, marginally below estimate
417 Views