World Bank India ED rejects Subhash Chandra Garg's claim that nominal GDP growth is below 2.5%, says the base revision was flagged as far back as March
While both Macquarie and Morgan Stanley note the FMCG major's impending inventory corrections and heightened marketing investments, their ratings reflect differing views on the stock's near-term execution risks.
Following the leadership transition, Godrej Consumer is addressing structural gaps to revive the core portfolio while accelerating momentum in newer initiatives, supported by higher research and development spend and premium innovations from Glab, adds the brokerage.