Consumer Discretionary (Q3FY23 Results Preview) - Healthy Quarter!
Our discretionary universe is expected to grow by ~14/% YoY (revenue) in Q3FY23 (three-year revenue/EBITDA CAGRs of 17/12% resp)
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Shoppers Stop (SSL) - Geared up for Strong Festive Season!
Shoppers Stop (SSL) is one of India’s leading departmental stores and has undergone various structural changes with focus on enhancing its share of...
209 Views
Consumer Discretionary (Q2FY23 Results Preview): Expect a buoyant quarter; alas! bargains absent
Our discretionary universe is expected to grow by ~29% YoY (revenue) in Q2FY23 (3-year revenue/EBITDA CAGRs of 19/17% resp)
208 Views
HSIE Results Daily: Marico, IRB Infra, Computer Age Management Services
Consolidated revenue was up 1% YoY while domestic revenue/volume were down 4/6% YoY (three-year revenue CAGR at 4% vs that of HUL/Emami/GCPL at 9/3...
282 Views
Consumer Discretionary - Margin Recovery to Lag that in Topline
Our discretionary universe is expected to nearly double sales YoY in Q1FY23 as the companies get their first pandemic-free quarter (3-year revenue...
263 Views