Reports Archive   Year   
Date Title Pages Source Download
Nov-22 On-trade consumption plays did well but Paint Cos disappointed   9 Nirmal Bang
Nov-22 Decent operating performance; 2H commentary remains positive   8 Nirmal Bang
Nov-22 Power packed 2HFY23 ahead   7 Phillip Capital
Oct-22 Growth and margin to remain under pressure   7 HDFC Securities
Oct-22 Expect strong performance from 'On-Trade' consumption plays along with Paints   7 Nirmal Bang
Oct-22 Uninspiring 2Q; Early commentaries pointing towards a better 2H   6 Nirmal Bang
Oct-22 Discretionary demand strong; rural recovery uncertain   18 Motilal Oswal
Oct-22 Jul-Sep'22 Earnings Preview   13 Prabhudas Lilladher
Sep-22 Food, fuel & forex inflation continues; easing seen in other inputs   12 Nirmal Bang
Sep-22 Spurt of pizza brands - Unlocking value in QSR   11 ICICI Securities
Sep-22 Taking stock as we roll forward to Sept'24   5 Nirmal Bang
Sep-22 Commodity costs start to move southwards...   8 Motilal Oswal
Sep-22 Companies to benefit from cooling raw material prices   11 ICICI
Aug-22 'Growth at any cost' attitude of new-age consumer companies changing   3 Nirmal Bang
Aug-22 Near term growth continues to be price led   8 Nirmal Bang
Jul-22 Margin recovery to lag that in topline   8 HDFC Securities
Jul-22 Inflationary pressures dent demand   18 Motilal Oswal
Jun-22 1QFY23 to face margin pressure but key commodity inflation off-peak   14 Nirmal Bang
Jun-22 D2C is here to stay; omni-channel the way forward   22 HDFC Securities
Apr-22 Margin recovery to lag that in topline   9 HDFC Securities
Apr-22 Rural demand struggles; margin pressures continue   8 HDFC Securities
Apr-22 Volumes to de-grow with steep price hikes...   6 ICICI
Mar-22 Inflation remains sharp as well as volatile; FMCG Cos to suffer more   14 Nirmal Bang
Mar-22 The war's impact on inflation and valuation multiple   17 IDBI Capital
Mar-22 D2C - changing landscape not fully factored in   51 HDFC Securities
Mar-22 Revenge consumption will propel the battered industry back to glory   4 Nirmal Bang
Feb-22 Escalation in Ukraine could add to commodity cost risks   10 Motilal Oswal
Jan-22 Consumer goods - The Road Ahead   109 Edelweiss Securities
Jan-22 Rural demand struggles; margin pressures continue   7 HDFC Securities
Jan-22 Growth slows down on high base...   6 ICICI