BQ Blue’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer BloombergQuint’s subscribers an opportunity to expand their understanding of companies, sectors and the economy.
HDFC Securities Institutional Equities
Our discretionary universe is expected to clock 37/21% revenue/Ebitda growth YoY (on a low base) in Q3 FY22 (two-year revenue/Ebitda compound annual growth rates of 18% each).
The lollapalooza effect of an unlocked economy and strong festive and wedding season were strong underpinnings.
Food and grocery, jewellery, paints, apparel and footwear are expected to clock 16%, 29%, 23%, 8%, and 11% (two-year CAGRs). Ticket sizes in retail, though normalising, remain elevated from pre-Covid-19 levels; footfalls have yet to catch up (excluding jewellery).
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