FMCG, QSR & Alco Bev (Q1FY25 Results Preview): On an improving trajectory
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...
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Jyothy Labs: Disruptive Innovation. Maintain BUY
Jyothy Labs’ fabric-care portfolio has seen ~14% revenue CAGR over FY20-24 and our checks show that similar momentum should continue over the...
361 Views
Jyothy Labs: Cruising Ahead. Maintain BUY
We pencil in revenue/EBITDA/PAT CAGRs of 12/16/17% for FY24-27, the second-highest amongst our coverage of consumer staple companies
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Jyothy Labs - Cruising Ahead
We pencil in revenue/EBITDA/PAT CAGRs of 12/16/17% for FY24-27, the second-highest amongst our coverage of consumer staple companies
452 Views
Jyothy Labs (Initiating Coverage): Sarva Gunn Sampann. BUY
We initiate Jyothy Labs (JYL) with a high conviction BUY idea, with a TP of Rs 575 (40x June-26 EPS), as it is one of the few FMCG companies...
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