External broker reports(aggregated public sources), Axis Direct

Axis Direct

External broker reports(aggregated public sources)

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Thematic (Sector/Industry)

<ul><li>FMCG companies under our coverage are expected to experience a recovery in volume growth.</li><li>Revenue growth will primarily be driven by volume growth in the low to mid-single digits, led by improved rural sentiments.</li><li>Rural growth is expected to outpace urban growth. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

FMCG companies under our coverage are expected to experience a recovery in volume growth.Revenue growth will primarily be driven by volume growth in the low to mid-single digits, led by improved rural sentiments.Rural growth is expected to outpace urban growth. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

<ul><li>Market Breadth Narrowing; Emphasis On Style &amp; Sector Rotation</li><li>The Axis Top Picks Basket delivered an excellent return of 10.4% in the last three months against the 7.5% returns posted by Nifty 50 over the same period.</li><li>Moreover, the basket climbed up by 2.3% in the last one month. It gives us immense joy to share that our Top Picks Basket has delivered an impressive return of 348% since its inception (May’20), which stands well above the 178% return delivered by the NIFTY 50 index over the same period. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Market Breadth Narrowing; Emphasis On Style &amp; Sector RotationThe Axis Top Picks Basket delivered an excellent return of 10.4% in the last three months against the 7.5% returns posted by Nifty 50 over the same period.Moreover, the basket climbed up by 2.3% in the last one month. It gives us immense joy to share that our Top Picks Basket has delivered an impressive return of 348% since its inception (May’20), which stands well above the 178% return delivered by the NIFTY 50 index over the same period. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Axis Top Picks for the Month of October 2024

<ul><li>Topline Growth Driven by Volume Recovery: Most staple companies posted mid to high single-digit revenue growth despite facing challenges such as severe heatwaves in the northern region, heightened competitive intensity, and the general election impact.</li><li>The growth was primarily led by a rural recovery, with rural markets outpacing urban growth.</li><li>Sustained Rural Recovery: Rural demand continues to show steady improvement, with the rural market now surpassing urban areas, largely due to distribution expansion and region-specific launches. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Topline Growth Driven by Volume Recovery: Most staple companies posted mid to high single-digit revenue growth despite facing challenges such as severe heatwaves in the northern region, heightened competitive intensity, and the general election impact.The growth was primarily led by a rural recovery, with rural markets outpacing urban growth.Sustained Rural Recovery: Rural demand continues to show steady improvement, with the rural market now surpassing urban areas, largely due to distribution expansion and region-specific launches. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Equity Bottom-Up

<ul><li>VBL is expected to maintain its strong growth momentum driven by several key factors: 1) The successful strategic acquisition of the Beverage Company, which consolidates its presence in South Africa and DRC;</li><li>2) Expansion of its snacks portfolio outside India, particularly in Zimbabwe and Zambia;</li><li>3) Continued focus on increasing distribution reach, especially in rural areas;</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

VBL is expected to maintain its strong growth momentum driven by several key factors: 1) The successful strategic acquisition of the Beverage Company, which consolidates its presence in South Africa and DRC;2) Expansion of its snacks portfolio outside India, particularly in Zimbabwe and Zambia;3) Continued focus on increasing distribution reach, especially in rural areas;Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Varun Beverages Ltd - Higher Opex Played the Spoilsport, Outlook Remain Strong

External broker reports(aggregated public sources), Motilal Oswal Financial Services Limited

Motilal Oswal

Motilal Oswal Financial Services Limited

Motilal Oswal Financial Services Limited is an Indian diversified financial services firm offering a range of financial products and services. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>Varun Beverages (VBL) has inched closer to its goal of becoming a full-scale F&amp;B player with the recent agreement with PepsiCo to manufacture, distribute, and sell snack food items in Zimbabwe and Zambia.</li><li>We believe this agreement will serve as a building block for VBL’s snack food business.</li><li>This is an exclusive snacks franchising agreement with PepsiCo to manufacture, distribute, and sell snack foods under the brand name “Simba Munchiez” in Zimbabwe and Zambia.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Varun Beverages (VBL) has inched closer to its goal of becoming a full-scale F&amp;B player with the recent agreement with PepsiCo to manufacture, distribute, and sell snack food items in Zimbabwe and Zambia.We believe this agreement will serve as a building block for VBL’s snack food business.This is an exclusive snacks franchising agreement with PepsiCo to manufacture, distribute, and sell snack foods under the brand name “Simba Munchiez” in Zimbabwe and Zambia.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Varun Beverages - Hungry For More: Scaling up Snack Food Business

India

Varun Beverages Limited produces and distributes beverages. The Company offers carbonated soft drinks and non-alcoholic beverages, as well as provides packaged drinking water. Varun Beverages serves customers worldwide.

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Varun Beverages (VBL IN)

Q2FY25 Earnings Preview - FMCG & RETAIL

Revenue growth will primarily be driven by volume growth in the low to mid-single digits, led by improved rural sentiments. Rural growth is...

Axis Direct

Axis Top Picks for the Month of October 2024

The Axis Top Picks Basket delivered an excellent return of 10.4% in the last three months against the 7.5% returns posted by Nifty 50 over the same...

Axis Direct

Top Sector Ideas - FMCG (Q1FY25)

Rural demand continues to show steady improvement, with the rural market now surpassing urban areas, largely due to distribution expansion

Axis Direct

Varun Beverages Ltd - Higher Opex Played the Spoilsport, Outlook Remain Strong

VBL is expected to maintain its strong growth momentum driven by several key factors: 1) The successful strategic acquisition of the Beverage Company,

Axis Direct

Varun Beverages - Hungry For More: Scaling up Snack Food Business

This is an exclusive snacks franchising agreement with PepsiCo to manufacture, distribute, and sell snack foods under the brand name “Simba...

Motilal Oswal

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