Brewing a legacy in the tea business
Motilal Oswal
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for Nifty FMCG
- This broker has downgraded this stock from it's previous report. (eg. - Buy->Hold)
- Broker has maintained previous recommendation but reduced share price target.
- This broker has upgraded this stock from it's previous report.(eg. - Sell->Hold)
- Broker has maintained previous recommendation but increased share price target.
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| Summary | Date | Stock | Author | LTP | Target | Price at reco (Change since reco%) |
Upside(%) | Type | Report | Discuss | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 14 Dec 2023 | Tata Consumer |
Motilal Oswal
|
1155.30 | 1110.00 | 950.45 (21.55%) | Target met |
Buy
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| 14 Dec 2023 | ITC |
KRChoksey
|
435.55 | 533.00 | 455.65 (-4.41%) |
Buy
|
ITC Analyst Day- Key Takeaways; visibility of growth sustainability
KRChoksey
In its bid to diversify its revenue stream, ITC’s non-cigarette business has seen a net revenue growth of 2.5x and PBIT growth of 3.2x over the last decade. ROCE of the non-cigarette business has expanded by 730 bps over the period.
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| 14 Dec 2023 | ITC |
BOB Capital Markets Ltd.
|
435.55 | 523.00 | 460.10 (-5.34%) | Target met |
Buy
|
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| 13 Dec 2023 | Colgate-Palmolive |
IDBI Capital
|
2621.40 | 2375.00 | 2391.15 (9.63%) | Target met |
Buy
|
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| 13 Dec 2023 | United Spirits |
ICICI Direct
|
1576.30 | 1250.00 | 1072.60 (46.96%) | Target met |
Buy
|
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| 13 Dec 2023 | ITC |
Motilal Oswal
|
435.55 | 535.00 | 455.65 (-4.41%) |
Buy
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| 12 Dec 2023 | ITC |
Prabhudas Lilladhar
|
435.55 | 492.00 | 453.10 (-3.87%) | Target met |
Accumulate
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| 06 Dec 2023 | Varun Beverages |
KRChoksey
|
514.30 | 1273.00 | 1073.55 (-52.09%) | Target met |
Buy
|
Strong financial position and expansion to drive growth
KRChoksey
PepsiCo and the market leader Coca-Cola form 80.0%+ of the carbonated drinks market in India. VBL, as the ~90% contributor to PepsiCo’s India beverage sales, will benefit from the industry tailwinds such as rising income and discretionary spending levels, a large youth population, growing urbanization, and availability of reliable electricity and cooling equipment in rural India.
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| 17 Nov 2023 | Britannia Industries |
KRChoksey
|
5393.50 | 5094.00 | 4702.10 (14.70%) | Target met |
Accumulate
|
Subdued volume and revenue growth while EBITDA surprises positively
KRChoksey
For Q2FY24, BRIT’s revenue grew by 1.2% YoY/ 10.5% QoQ to INR 44,329 Mn. On a 2 year CAGR basis, growth was at 23.0% for the quarter. The growth in volumes and no. of packets was flattish on a YoY basis. The growth was impacted due to the rural slowdown, the high base of last year, and competition from regional players in the first 1.5 months of the quarter.
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| 13 Nov 2023 | United Spirits |
Keynote Capitals Ltd
|
1576.30 | 1062.00 | 1044.95 (50.85%) | Target met |
Neutral
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