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.
Motilal Oswal Report
Q2 FY22 is likely to report strong cumulative growth numbers ~15% on the topline, ~10% on Ebitda, and ~10% on profit after tax for the 18 consumer companies under our coverage.
This is on a cumulative base of 5.4% and 7.3% in sales and Ebitda, respectively, in Q2 FY21.
A large portion of this growth is likely to come from pent-up demand for discretionaries on the back of-
improved mobility,
restrictions being progressively lifted,
stores remaining open for a longer time, and
modern trade reopening in a phased manner all of which have been faster than last year.
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