Nifty FMCG News and Updates

Name: Latest research reports of Godrej Consumer Products Ltd. authored by KRChoksey and published by - Trendlyne research reports.
Item: Godrej Consumer Products Ltd.
Rating: 4
Author: KRChoksey

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Godrej Consumer Products Ltd.

09 May 2025

1282.50

1.28%

Resilient volume growth; margin recovery underway

Accumulate: Godrej Consumer Products Ltd.

Target

KRChoksey

During Q4FY25, the revenue increased 6.3% YoY (-4.5% QoQ) to INR 35,980 Mn., below our estimates (-2.5%) driven by weaker India revenue. Revenue growth was driven by 6.0% YoY organic volume growth.

KRChoksey increased Accumulate price target of Godrej Consumer Products Ltd. to 1332.0 on 09 May, 2025.

United Breweries Ltd.

08 May 2025

2075.00

1.94%

United Breweries Results Earnings Call for Q4FY25 & Full Year

Conference Call with United Breweries Management and Analysts on Q4FY25 & Full Year Performance and Outlook. Listen to the full earnings transcript.

audio

Dabur India Ltd.

08 May 2025

468.20

-1.17%

Dabur to drop underperforming tea, diapers; focus on Qcommerce for growth

Business Standard

Homegrown FMCG major Dabur India will exit categories such as tea, adult and baby diapers, and sanitising products as part of rationalisation of its underperforming products, said CEO Mohit Malhotra. The company, aiming "to achieve sustainable double-digit CAGR by FY28 in both topline and bottomline" has renewed its strategy focus, building on its core strengths, he added. Dabur is going for "rationalisation of underperforming products and SKUS in order to release capital for bigger bets. A few examples of these are Vedic tea, adult & baby diapers and Dabur Vita," said Malhotra during the investors' call. These segments contribute less than 1 per cent to Dabur's revenue, which stood at Rs 13,113.19 crore in FY25. "So we will get out of these categories and focus on big, bold equities which we have identified, and the core portfolio is where we will invest," said Malhotra. Dabur, as per its new vision strategy, would continue to invest in core brands, would focus on premiumisation

Number of FII/FPI investors decreased from 790 to 764 in Mar 2025 qtr

Dabur India Share Price Falls As Brokerages Remain Bearish On Limited Growth Visibility

NDTV Profit | 08 May 2025 5 more

Marico Ltd.

08 May 2025

723.00

-0.63%

Stock to buy today: Marico(735.60)

Business Line

Investors are advised to buy at 735, with a strategy to accumulate if the price dips to 715, while implementing a stop-loss strategy.

Marico Ltd. has an average target of 774.83 from 7 brokers.

Marico Ltd.

08 May 2025

723.00

-0.63%

Today's Stock Recommendation: May 8, 2025

Business Line

The stock that we have today is Marico

BOB Capital Markets Ltd. increased Hold price target of Marico Ltd. to 801.0 on 05 May, 2025.

Marico hits record high, zooms 21% in 2 months; analysts see more upside

Business Standard | 07 May 2025

United Breweries Ltd.

08 May 2025

2075.00

1.94%

Cost savings drive margin beat; rich valuation

Neutral: United Breweries Ltd.

Motilal Oswal

United Breweries (UBBL) delivered revenue growth of 9% YoY (est. 10%) in 4QFY25. Volume growth was 5% YoY (est. 8%). The Premium portfolio continued to deliver strong performance, posting 24% YoY growth in 4Q (32% in FY25).

Motilal Oswal released a Neutral report for United Breweries Ltd. with a price target of 2000.0 on 08 May, 2025.

Godrej Consumer Products Ltd.

08 May 2025

1282.50

1.28%

Volumes rebound; margin recovery likely in H2, retaining a Buy

Buy: Godrej Consumer Products Ltd.

Target

Anand Rathi

With 6% volume growth (4% in India business) and 21.1% EBITDA margin (Street’s estimate at 20.4%), Godrej Consumer posted broadly in-line Q4 results.

Godrej Consumer Prod.. has an average target of 1331.00 from 7 brokers.

Dabur India Ltd.

08 May 2025

468.20

-1.17%

Weak Q4 delivery; growth guidance remains aspirational

Sell: Dabur India Ltd.

Emkay

We retain REDUCE on Dabur India and keep our Mar-26E TP unchanged at Rs450, on 37x P/E, as we see weak business execution. The management, in consultation with McKinsey, has refreshed the company’s vision, with focus now on seven structural initiatives.

Dabur India Ltd. is trading below all available SMAs

Godrej Consumer Products Ltd.

08 May 2025

1282.50

1.28%

Execution to help improve performance ahead

Buy: Godrej Consumer Products Ltd.

Target

Emkay

We maintain BUY on GCPL while raising our Mar-26E TP by ~6% to Rs1,400 (on 50x P/E) from Rs1,325, as we upgrade earnings by 3-4% over FY26-27E on improved margin performance.