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ABNEESH ROY
Odd timing of FIFA matches may keep bars, restaurants from joining partyIndian sports bars and restaurants anticipate lower customer numbers for the 2026 FIFA World Cup. Unfavorable match timings, with late-nigh...- ITC, paints, QSR: Abneesh Roy on what you should buy and avoid right nowConsumer sector outlook for FY27 faces challenges from cigarette tax hikes and crude oil shocks. Abneesh Roy of Nuvama Institutional Equiti...
- Nepal turmoil a minor hurdle, GST cuts to lift FMCG growth: Abneesh RoyPolitical unrest in Nepal poses only a minor risk to FMCG firms, says Abneesh Roy, noting exposure is limited. He expects GST cuts and reco...
- Which FMCG companies are poised to benefit most from recent GST changes? Abneesh Roy explainsGST rate reductions are likely to boost FMCG sector. Tax rebates, interest rate cuts, and favorable monsoon are also expected to help. Bika...
- FMCG margin recovery likely in Q2 and Q3; Britannia, HUL, Nestlé among top picks: Abneesh RoyAccording to Abneesh Roy, the worst is over for most FMCG companies regarding EBITDA margins, with expectations of improvement in Q2 and Q3...
- Valuation corrections present FMCG buying opportunities; Nestle, Marico among top picks: Abneesh RoyAbneesh Roy of Nuvama Institutional Equities suggests FMCG companies will face margin pressure in Q4 due to inflationary raw materials like...
- Trent’s still a buy for Nuvama; government push needed to boost urban demand: Abneesh RoyAbneesh Roy from Nuvama shares insights on the expected impact of the Union Budget on consumption. He is positive on Trent's prospects in t...
- Asian Paints, Berger Paints Q2 numbers seen weak but will continue to dominate 5 years down the road: Abneesh RoyAbneesh Roy of Nuvama Institutional Equities discusses the expected weak Q2 results for major paint companies like Asian Paints and Berger ...
- What will be the impact of import duty rejig in edible oil on 3 FMCG categories? Abneesh Roy explainsAbneesh Roy, Executive Director at Nuvama Institutional, highlights the attractiveness of the food sector. He particularly favours Bikaji f...
- Here's why Abneesh Roy is bullish on Asian Paints and BergerPlus, the base margins for Asian Paints are very high and that is why they have taken around 3-4% price cut in the earlier quarters and now...
- Q1 and Q2 will see close to double-digit volume growth for Britannia: Abneesh RoyAbneesh Roy from Nuvama Institutional Equities discusses Britannia's positive growth outlook despite local competition and tech disruption,...
- FMCG redux: Abneesh Roy on Nestle, HUL and Hatsun Agro resultsAbneesh Roy discusses the impact of milk softness, margin expansion at Hatsun Agro, and cereal inflation in India. Despite global cost depe...
- Sugar in baby food not the only issue that is troubling Nestle: Abneesh RoyAbneesh Roy of Nuvama Institutional Equities discusses Nestle's sugar reduction, lack of sales impact from sugar issue, challenges with coc...
- Rural recovery can potentially start from Q2 of FY25; 4 top consumer picks: Abneesh RoyAbneesh Roy foresees slight expansion and even EBITDA margin growth in Q4 . Among agri imputs, while tea has corrected, cocoa, coffee remai...
- Positive on Asian Paints from a one-year perspective: Abneesh RoyAbneesh Roy of Nuvama is positive on Asian Paints from a one-year perspective despite the overall consumption slowdown. The company reporte...
- Don’t expect recovery in FMCG before FY25: Abneesh RoyAbneesh Roy says: “In our view, in Q3, most of the companies will see flat to low-single digit volume growth in the rural areas while urban...
- Worst behind for FMCG cos, but earnings recovery to be gradual, says Abneesh Roy, Edelweiss SecuritiesThe provisional updates on the September quarter performance by FMCG companies did not surprise Roy and he said that the impact of a rural ...
- Next two quarters will be uncertain for liquor stocks: Abneesh Roy, EdelweissThere are too many moving parts. So as of now, we would continue to be away from the liquor sector, says Abneesh Roy, senior vice president...
- Asian Paints remains among our top picks: Abneesh Roy, Edelweiss Financial ServicesIn discretionary consumption we definitely like Asian Paints as one of the top picks. In the staples we like Dabur, Godrej Consumer, Emami ...
- Emami enters honey category; Dabur under pressureWhile Patanjali has priced its honey at a 40% discount over Dabur, Emami’s Zandu honey has priced itself at a 35% premium.
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