Nifty FMCG News and Updates

Name: Latest research reports of ITC Ltd. authored by Prabhudas Lilladhar and published by - Trendlyne research reports.
Item: ITC Ltd.
Rating: 5
Author: Prabhudas Lilladhar

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Colgate-Palmolive (India) Ltd.

22 May 2025

2451.00

-0.58%

Colgate-Palmolive shares drop 6% after Q4 earnings; profit, revenue slip

Business Standard

Shares of Colgate-Palmolive (India) fell nearly 6 per cent after it posted a 6.5 per cent decline in its net profit

Colgate-Palmolive (I.. has an average target of 2729.25 from 8 brokers.

Colgate Palmolive net profit skids in Q4

Business Line | 21 May 2025 1 more

ITC Ltd.

22 May 2025

417.20

0.25%

ITC (ITC IN) Q4FY25 Result Update Recovery to...

Buy: ITC Ltd.

Recommendation Target

Prabhudas Lilladhar

We are upgrading ITC from Accumulate to BUY as we expect current margin/growth pressures to subside post 1H26. ITC is suffering margin pressure in cigarettes (high leaf tobacco prices and volume focused strategy), Paper (High wood prices and dumping) and FMCG (Tepid volumes, high input costs and hit in stationary business). However, we expect the scenario to change as leaf tobacco prices have started softening in current season, new wood supplies, integration of century paper and bottomed out margins (~40%...

ITC Ltd. has an average target of 517.25 from 8 brokers.

Colgate-Palmolive (India) Ltd.

22 May 2025

2451.00

-0.58%

Colgate Palmolive (CLGT IN) Q4FY25 Result Update Urban...

Hold: Colgate-Palmolive (India) ...

Target

Prabhudas Lilladhar

Cautious outlook for 1H26 due to muted urban demand, expect recovery led by innovations & rural momentum post 2Q. increased promotional spending led by heightened competitive intensity. Near term outlook is cautious given that 1) urban demand continues to remain muted at mass end 2) heightened competitive landscape 3) rising promotional...

Colgate-Palmolive (I.. has an average target of 2729.25 from 8 brokers.

Emami Ltd.

22 May 2025

573.60

-0.50%

Steady Q4

Buy: Emami Ltd.

Target

Sharekhan

Emami’s Q4FY25 performance was steady with consolidated revenues growing by 8.1% y-o-y to Rs. 963 crore, OPM declining 89 bps y-o-y to 22.8% and adjusted PAT rising by 9.2% y-o-y to Rs. 179 crore.

Number of FII/FPI investors decreased from 346 to 337 in Mar 2025 qtr

Colgate-Palmolive (India) Ltd.

22 May 2025

2451.00

-0.58%

The worst (for the stock) is yet to come

Sell: Colgate-Palmolive (India) ...

Recommendation Target

ICICI Securities Limited

We've been long critical of Colgate India's (consistent) strategy of not investing (enough) for toothpaste category growth (our opinion), not aggressive (enough) in diversifying outside of oralcare (parent has a good HPC portfolio though), over-earning, in our opinion (operating margins at ~37% after adding back royalty).

Colgate-Palmolive (India) Ltd. is trading below its 50 day SMA of 2496.4

United Spirits Ltd.

21 May 2025

1364.70

-1.29%

to see Rapid results content

United Spirits Ltd.

21 May 2025

1364.70

-1.29%

United Spirits Q4 Review: Premiumisation Supports Margin Sustainability; ICICI Securities Maintains 'Add'

NDTV Profit

United Spirits should continue with its strong performance on the back of sustained momentum in P&A segment supported by innovation and supply chain agility, says ICICI Securities