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.
ICICI Securities Report
We are longstanding believers in Mohit Malhotra-led reimagining of Dabur India Ltd.
Q2 performance has surprised positively with two-year revenue compound annual growth rate print of 12.9% (highest in seven plus years) and domestic volume growth of 10%.
Importantly, it achieved outperformance across the portfolio. It does not matter whether Dabur is a leader or a challenger in a category, its gaining share in most of them.
Furthermore, the focus seems back on the power brands after a brief deviation last year (peak of crisis) – commendable (given consensus was worried), in our opinion.
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