Jubilant FoodWorks outpacing QSR sector as market share gains driving stock surge: Abneesh Roy

Jubilant FoodWorks outpacing QSR sector as market share gains driving stock surge: Abneesh Roy

“Also, the marriage season is going to be better and that will help a lot of the discretionary demand in terms of gifting, in terms of paints, etc. So, we do see that volume growth for most companies in H2 should be better, plus pricing growth of 2% to 3% will gradually come back,” says … Read more

Most of earning growth recovery will be seen in Q4: Abneesh Roy

Most of earning growth recovery will be seen in Q4: Abneesh Roy

“For and the numbers were quite challenging. So clearly in their case, the competitive intensity and the raw material pressure and slightly the rural demand is also challenging for Colgate,” says Abneesh Roy, Nuvama Group.First up, your read through of the earnings so far, United Spirits, Colgate, specifically weaker side.Yes this quarter if you see … Read more

FMCG sector to do well over the next six to nine months: Abneesh Roy

FMCG sector to do well over the next six to nine months: Abneesh Roy

“FMCG companies are extremely agile and they will also enjoy higher profit growth, higher EBITDA margins. Also they will not at all pass on the full benefit to the customer because last two years they have gone through this pain also,” says Abneesh Roy, Nuvama Group. When you look at the kind of numbers posted … Read more