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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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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Q4FY22 Result Preview: Management Commentaries on the Outlook Stand Critical
OUR TOP 10 “TRADING BUYs” Earnings Play: SBI, ICICI bank, Tata Steel, Nalco, Ashok Leyland, Eicher Motors, PSP Projects, ITC, Varun beverages, Tech...
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Don't Stub This Butt!!!
The bear arguments for not owning tobacco are beginning to sound like scratched LP records to us. It is all in the price, as they say. It would be...
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ITC Ltd - Encouraging Performance; Maintain BUY
The company’s revenue grew by 3% YoYto Rs 16,394 Cr, mainly due to subdued performance in the agriculture and paperboard businesses.
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