“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
A pick-up in demand particularly in rural demand driven by improved monsoon prospects along with a rise in urban demand is expected to encourage investments by the private sector that could accelerate overall economic growth. There are some lead indications already of new capacity creation in a few industries and a pick-up in investment intentions, … Read more
Mahantesh Sabarad, Independent Market Expert, says the market expects a continuation of the government and better monsoon forecast. If these two things happen, there will be solid earnings growth. We might expect a little bit of moderation in valuation, but the market momentum will not get disturbed and will not see a great fall. We … Read more
The HUL stock is up over 13% in the past six months but is up 6% in the past one year. The resilient quarterly performance will provide positive reinforcement to the company’s investors in a volatile market. Synopsis Net sales increased 19.5%, net profit 11% and volumes grew 6%. While the home care segment posted … Read more
As the ban on single-use plastic came into effect this month, analysts do not see much impact on listed companies. However, as and when the restrictions are expanded to sachets, pouches, wrappers, etc, a number of FMCG companies in the listed space will be affected. “The current ban covers items which have a low utility … Read more