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Nestle India 1QCY22 results- first cut by Mr. Himanshu Nayyar, Yes Securities Below is the NESTLE India 1QCY22 results- first cut by Mr. Himanshu Nayyar,  Lead Analyst, YES SECURITIES Nestle India 1QCY22 Results – Resilient growth performance and outlook; maintain ADD given rich valuations and near-term margin headwindsCMP Rs18,300; Target Rs19,387; Upside 5.9% Valuation and View Nestle delivered strong topline in domestic business with volume growth of ~7% on base of 3.2% while margins were under pressure amidst elevated inflation across key r...
Nestle India 1QCY22 results- first cut by Mr. Himanshu Nayyar, Yes Securities
Nestle India 1QCY22 results- first cut by Mr. Himanshu Nayyar, Yes Securities
Source: Yes Securities Ltd
21/04/2022 3:01:54 PM
Quote on Voltas Q2FY22 Result Update - First cut By Mr. Himanshu Nayyar, Yes Securities Below is quote on Voltas Q2FY22 Result Update - First cut By Mr. Himanshu Nayyar, Lead Analyst – Institutional Equities, Yes Securities Voltas 2QFY22 Results First cut – UCP continues to perform in difficult environment Result summary – Consolidated revenue grew 4.7%; UCP and Engineering products and services business delivered growth of 34% each. EMPS business revenue saw decline of 28% yoy. Margins – Gross margin expanded 51bps yoy to 26.6% while o...
Quote on Voltas Q2FY22 Result Update - First cut By Mr. Himanshu Nayyar, Yes Securities
Quote on Voltas Q2FY22 Result Update - First cut By Mr. Himanshu Nayyar, Yes Securities
Source: Angel One Ltd
29/10/2021 2:37:16 PM
View on Hindustan Unilever Q1FY22 Result Update - First cut by Mr. Himanshu Nayyar, YES Securities Below are views on Hindustan Unilever Q1FY22RU - First cut by Mr. Himanshu Nayyar, Lead Analyst – Institutional Equities, YES SECURITIES Hindustan Unilever 1QFY22 Investor Call Takeaways Presentation highlights Operating environment – Mobility index severely impacted in May at 37% recovering sharply in June to 75%, rural grew at 1.04x and urban at 0.96x of overall FMCG growth, sharp inflation continued in palm oil, tea and crude with prices at 1.3...
View on Hindustan Unilever Q1FY22 Result Update - First cut by Mr. Himanshu Nayyar, YES Securities
View on Hindustan Unilever Q1FY22 Result Update - First cut by Mr. Himanshu Nayyar, YES Securities
Source: Yes Securities Ltd
22/07/2021 5:54:54 PM
View on Asian Paints Q1FY22 Results First cut and detailed by Mr. Himanshu Nayyar, YES Securities Below are views on Asian Paints Q1FY22 Results First cut and detailed by Mr. Himanshu Nayyar, Lead Analyst – Institutional Equities, YES SECURITIES Asian Paints 1QFY22 results and investor call takeaways – Growth momentum continues unabated, RM inflation and valuation possible headwinds View – In line with our view, the stock has seen a strong outperformance and is now trading at all-time high valuation multiple of 68x FY23 and 59x FY24 co...
View on Asian Paints Q1FY22 Results First cut and detailed by Mr. Himanshu Nayyar, YES Securities
View on Asian Paints Q1FY22 Results First cut and detailed by Mr. Himanshu Nayyar, YES Securities
Source: Yes Securities Ltd
21/07/2021 9:02:08 AM
Tata Consumer just announced their Q4FY21 results By Himanshu Nayyar, Yes Securities Below are views on Tata Consumer just announced their Q4FY21 results. By Himanshu Nayyar, Lead Analyst - Institutional Equities, YES SECURITIES  Tata Consumer posted a weak set of numbers with tea inflation and losses at Starbucks being the major culprits, partially offset by positives like strong growth and margins in plantations and India foods businesses. While the medium-term drivers remain intact, the stock now looks fully valued at about 43x FY23 earnings after a strong per...
Tata Consumer just announced their Q4FY21 results By Himanshu Nayyar, Yes Securities
Tata Consumer just announced their Q4FY21 results By Himanshu Nayyar, Yes Securities
Source: Yes Securities Ltd
7/05/2021 12:11:09 PM
Nestle India 1QCY21 Result Update By Himanshu Nayyar, Yes Securities Below are views on Nestle India – 1QCY21 Result Update. By Himanshu Nayyar, Lead Analyst - Institutional Equities, YES SECURITIES Nestle India – 1QCY21 Result Update – (Rating: ADD, TP: Rs 18,000, Upside: 5.3%) Valuation and view – With another resilient performance from Nestle despite a strong base, our conviction on Nestle India as one of our top picks in the staples space increases further. Our key investment thesis of sustained double-digit domestic grow...
Nestle India 1QCY21 Result Update By Himanshu Nayyar, Yes Securities
Nestle India 1QCY21 Result Update By Himanshu Nayyar, Yes Securities
Source: Yes Securities Ltd
22/04/2021 1:33:35 PM
Nestle India 1QCY21 results By Himanshu Nayyar, Yes Securities Below are views on Nestle India 1QCY21 results. By Himanshu Nayyar, Lead Analyst - Institutional Equities, YES SECURITIES   *   Results marginally ahead of expectations - Nestle numbers were marginally ahead  of expectations with sales/EBITDA/PAT growth of 8.6%/17.2%/14.6% vs our expectation of 9.8%/14.6%/14.2% respectively with a much better than expected margin performance offsetting soft export revenues.   *   Management co...
Nestle India 1QCY21 results By Himanshu Nayyar, Yes Securities
Nestle India 1QCY21 results By Himanshu Nayyar, Yes Securities
Source: Yes Securities Ltd
21/04/2021 9:14:48 AM
HUL Q3FY21 Results By Himanshu Nayyar, Lead Analyst, Yes Securities Below are Views On HUL Q3FY21 Results By Mr. Himanshu Nayyar, Lead Analyst - Institutional Equities at Yes Securities HUL 3Q results and investor call takeaways – Good topline performance with improving demand, but margins surprise negatively; expect a phase of consolidation Our view – While growth coming back to 7% was a positive, we do not find the 4% volume growth very exciting. The decline in margins was slightly disappointing as well especially in light of rec...
HUL Q3FY21 Results By Himanshu Nayyar, Lead Analyst, Yes Securities
HUL Q3FY21 Results By Himanshu Nayyar, Lead Analyst, Yes Securities
Source: Yes Securities Ltd
28/01/2021 12:49:49 PM