ICICI Securities Limited
GSK Consumer (GCHL) reported muted numbers for the quarter broadly in line with our estimates on both, revenue and PAT fronts. Net revenue for the quarter grew marginally by 3.2% YoY to | 1115.3 crore, broadly in line with our estimate of | 1139.3 crore. Domestic revenue grew 6.4% YoY (4% price growth and 2.4% volume growth). However, exports declined 26% YoY Cost of raw material (RM) increased 133 bps YoY as a percentage of net sales due to 4.5% YoY inflation in commodity cost. However,...
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