AlcoBev, Retail, Hotel Sectors Conference Key Takeaways - Green Shoots Of Recovery Visible: Dolat Capital
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Dolat Capital Report
We recently hosted seven corporates and four experts in our virtual conference series 2021 across AlcoBev, retail and hotel sectors.
Alcohol-beverages companies highlighted of positive business momentum above pre Covid-19 levels in Indian-made-foreign liquor in prestige and above category, country liquor and bulk extra neutral alcohol businesses. Raw material prices have also been benign QoQ/YoY though risk of inflation persist on account of government’s ethanol blending policies.
Retail companies and mall-owners showed signs of enthusiasm on account of vaccination and re-opening of economy. Recovery time-frame post second wave of Covid-19 is shorter with sharper rebound.
Hotel company sounded cautiously optimistic with hopes to achieve pre Covid-19 Ebitda in FY23 and FY24 being a growth year.
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