ETIntelligence Group - FMCG Reports

Date	Title	Pages	Source	Download

Nov-24	Thematic Report - Paints	116	Asit C. Mehta Investment

Oct-24	Ability to adapt is key for unlocking growth potential	17	Emkay Research

Oct-24	2QFY25 Result Preview	8	Nirmal Bang

Oct-24	Kalyan sustains revenue outperformance	6	ICICI Securities

Oct-24	2Q Mixed, All eyes on festival & wedding season	14	Prabhudas Lilladher

Oct-24	Consumption trends sustain; jewelry to outperform	26	Motilal Oswal

Oct-24	Modest demand recovery in Q2, earnings growth wane	30	Emkay Research

Sep-24	Cola war slowly brewing	8	Nuvama

Sep-24	Price stability to aid demand	38	Emkay Research

Sep-24	Brent and Palm oil prices key monitorables	10	Nirmal Bang

Sep-24	Anatomy of factors indicate revival; valuations to rise	78	Centrum Research

Sep-24	Assessing demand setting in East India	17	Emkay Research

Sep-24	Liquor Companies Deep dive - Sep 24	28	Nuvama

Aug-24	Summer sales up but Q1 dragged by the elections H2 to be better	19	Anand Rathi

Jul-24	Muted growth for Retail and QSR; hotels one-off quarter	7	Sharekhan

Jul-24	Staples on a comeback...	16	Prabhudas Lilladher

Jul-24	Enhanced thrust on execution	12	Emkay Research

Jun-24	Recap Review Restore	8	Motilal Oswal

Jun-24	Stars aligning valuation rerating likely on tailwinds	20	Emkay Research

Apr-24	Time to restock	72	Motilal Oswal

Apr-24	Challenging demand environment	9	HDFC Securities

Apr-24	Consumption conundrum continues	16	Phillip Capital

Apr-24	Jan-Mar24 Earnings Preview	15	Prabhudas Lilladher

Mar-24	Gold VAM moving up...	7	Prabhudas Lilladher

Mar-24	What do recent trends suggest?	16	Nuvama

Feb-24	Barley, Oil and Vegetable prices softening QoQ	10	Nirmal Bang

Jan-24	Uninspiring demand recovery	7	HDFC Securities

Jan-24	KTAs from investor meetings with multi brand FMCG distributor	10	Emkay Research

Jan-24	A mixed bag	10	HDFC Securities

Jan-24	Demand recovery eludes Q3FY24	42	Emkay Research

Jan-24	Weak Festive delayed winters impacts demand	13	Prabhudas Lilladher