|
17 Sep 2025 |
Nestle
|
Consensus Share Price Target
|
1204.30 |
1202.78 |
- |
-0.13 |
hold
|
|
|
|
|
17 Feb 2023
|
Nestle
|
Axis Direct
|
1204.30
|
22000.00
|
19021.30
(-93.67%)
|
Target met |
Buy
|
|
|
We estimate Revenue/EBITDA/PAT CAGR of 11%/14%/15% over CY22-25E based on the above thesis and we maintain our BUY rating on the stock with the unchanged TP of Rs 22,000/share. We value the company at 65x CY24 EPS. The TP implies an upside of 12% from the CMP.
|
|
17 Feb 2023
|
Nestle
|
ICICI Securities Limited
|
1204.30
|
22000.00
|
19021.30
(-93.67%)
|
Target met |
Accumulate
|
|
|
Nestle India (NEST) continues to report mid to high teens (14-18%) revenue growth driven by broad based performance across all segments. Impact of price hike on LUPs (15-20% salience) is moderately concerning. However, early-signs of clawing back volume market share in the main-stream and premium segments is comforting.
|
|
16 Feb 2023
|
Nestle
|
Prabhudas Lilladhar
|
1204.30
|
21021.00
|
19628.85
(-93.86%)
|
Target met |
Accumulate
|
|
|
|
|
16 Feb 2023
|
Nestle
|
Motilal Oswal
|
1204.30
|
19875.00
|
19628.85
(-93.86%)
|
Target met |
Neutral
|
|
|
|
|
16 Feb 2023
|
Nestle
|
BOB Capital Markets Ltd.
|
1204.30
|
22860.00
|
19628.85
(-93.86%)
|
Target met |
Buy
|
|
|
CY22 revenue increased 14.5% YoY with broad-based growth across categories
|
|
02 Dec 2022
|
Nestle
|
ICICI Securities Limited
|
1204.30
|
22000.00
|
20049.50
(-93.99%)
|
Target met |
Accumulate
|
|
|
The recently held investor meet of Nestle S.A has given us glimpses of India becoming an (even more) important geography for the parent.
|
|
02 Nov 2022
|
Nestle
|
Geojit BNP Paribas
|
1204.30
|
22140.00
|
20425.30
(-94.10%)
|
Target met |
Hold
|
|
|
|
|
28 Oct 2022
|
Nestle
|
SMC online
|
1204.30
|
|
20282.45
(-94.06%)
|
Pre-Bonus/
Split |
Results Update
|
|
|
|
|
20 Oct 2022
|
Nestle
|
Axis Direct
|
1204.30
|
22000.00
|
20294.95
(-94.07%)
|
Target met |
Buy
|
|
|
We believe Nestle has all the right levers for growth. We maintain a BUY rating on the stock with the revised TP of Rs 22,000 (65x Sep'24 EPS) vs. earlier TP of Rs 21,000 (60x Jun'24EPS).
|
|
20 Oct 2022
|
Nestle
|
ICICI Securities Limited
|
1204.30
|
21000.00
|
19739.10
(-93.90%)
|
Target met |
Accumulate
|
|
|
We had (recently) turned EVEN more bullish on Nestle (link) citing that it can outperform HUL in long term driven by multiple favourable factors (both extrinsic and intrinsic).
|