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...
382 Views
Shakey's Pizza: High Conviction Three Bagger, Management Call Provides Superb Guidance For FY22
Shakey's Pizza Asia Ventures (PIZZA PM) is a play on F&B normalizing in the Philippines. On our numbers, it trades at a 12x PE for FY22 and 10x...
1.3k Views
Jubilant FoodWorks (Update): CEO quits adds risks on all fronts. Maintain REDUCE
We have seen CEO changes for various other consumer companies in the past, and most changes have been value accretive. However, we remain cautious...
317 Views
Jubilant FoodWorks (Update): CEO quits adds risks on all fronts. Maintain REDUCE
We have seen CEO changes for various other consumer companies in the past, and most changes have been value accretive. However, we remain cautious...
273 Views
Jubilant Foodworks (JUBI IN) | Anyone Can Hold the Helm when the Sea Is CALM
Jubilant Foodworks (JUBI IN) announced the departure of its CEO Mr Pratik Pota at a time when the company needs him the most. The Market is...
425 Views