Improving prospects for the GAUM business
GCPL organized a conference call, led by Mr. Dharnesh Gordhon (Business Head – Godrej Africa, USA & Middle East), t..
A long gestation turnaround
Godrej delivered a price-led growth quarter (+8% YoY) with 4% growth in India volumes (3-year CAGR; down 6% YoY though). HI had a weak quar..
Indian consumer group Patanjali, co-founded by a well-known yoga guru, said on Friday it plans to list four group companies as part of its vision for 2027, as the p..
VGRD offers robust growth prospects due to (1) Scale up in diversified product categories, (2) Rising share of in-house manufacturing, (3) Penetratin..
Commodity costs start to move southwards…
We analyze the price movements of key commodities and identified companies from our Coverage Universe that can benefit..
Another soft quarter
1QFY23 revenue growth of 2.6% YoY was again underwhelming but not unexpected. Furthermore, gross margin pressure (down 280bps YoY, again as expect..
Strong growth in Non-South region
V-Guard’s revenue grew 80.2% YoY, led by strong growth across all segments, and carryover price hikes. We like company’s ..
Strong growth momentum continues; reiterate BUY
VGRD reported better than expected revenue growth of beating estimates for 3rd consecutive quarter...
Sustainable growth entails more levers (Personal care)
About the stock: Colgate-Palmolive (India) (CPIL) is the largest oral care company in India. The company has mor..
Decent quarter, marred by one-offs
Crompton’s 1QFY23 revenue grew at a 3-year CAGR of 11% (+77% YoY on a low base and 12% above JMFe) on a consolidated basis led..
Mixed performance; category expansion to strengthen portfolio
* Q1FY23 standalone revenues came in 6% below our estimates, with ECD/Lighting missing by 5%/12%. Despite..
New avenues to aid growth; Margins to improve from Q2FY23
CROMPTON’s consolidated Q1FY23 rev..
Rupee weakens against US dollar on Thursday
Euro testing support as Ukraine crisis looms over growth
India rupee sees worst week in seven on new variant
Indian rupee weakens against US dollar on Monday
Currency Squeeze: Rupee expected to weaken further
Cred introduces `Scan & Pay` feature for UPI payments
Rocket startup Astrophel Aerospace plans hot testing of cryogenic engine
Prices of essential food items significantly spike
Record Rs 1,47,686cr gross GST revenue collected in September
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