BQ Blue's special research section collates quality and in-depth equity and economy research reports from across India's top brokerages, asset managers and research agencies. These reports offer BloombergQuint's subscribers an opportunity to expand their understanding of companies, sectors and the economy.
Motilal Oswal Report
Q2 FY22 is likely to report strong cumulative growth numbers ~15% on the topline, ~10% on Ebitda, and ~10% on profit after tax for the 18 consumer companies under our coverage.
This is on a cumulative base of 5.4% and 7.3% in sales and Ebitda, respectively, in Q2 FY21.
A large portion of this growth is likely to come from pent-up demand for discretionaries on the back of-
improved mobility,
restrictions being progressively lifted,
stores remaining open for a longer time, and
modern trade reopening in a phased manner all of which have been faster than last year.
Click on the attachment to read the full report:
DISCLAIMER
This report is authored by an external party. BloombergQuint does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of BloombergQuint.
Users have no license to copy, modify, or distribute the content without permission of the Original Owner.
Essential Business Intelligence, Continuous LIVE TV, Sharp Market Insights, Practical Personal Finance Advice and Latest Stories — On NDTV Profit.
