Nestle India (NEST IN) - Focus on Volume Led Growth Amidst Tepid Urban Demand
We expect growth rates to accelerate given capacity expansion (Rs55bn in four years) and benefit from JV with Dr Reddy’s in the medical nutrition...
370 Views
Nestle India Ltd. - Result & Analyst Meet Takeaways; Maintain BUY
Beat on operating front: Nestle posted inline topline with revenue grew 4% YoY, primarily led by price hikes, while volume growth stood at ~1% YoY.
196 Views
Top Conviction Ideas - “FMCG”
Temporary Logistic Disruptions due to GST 2.0 Reforms, Rural Stays Resilient: Most Staples delivered single-digit topline growth in Q2FY26, aided...
405 Views
Consumption Sector - GST 2.0: Powers the Next Leg of Growth and Reshapes the FMCG Landscape
The reform simplifies the existing four-tier structure (5%/12%/18%/28% + cess) into two slabs – 5% and 18% – with a 40% rate reserved for sin and...
370 Views
Consumer (3QFY25 Results Preview): Challenges Persist
We expect our consumer coverage to report a high-single-digit revenue growth of 9% YoY, mainly driven by price hikes. At an aggregate level, we...
573 Views