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KAUSTUBH PAWASKAR
Amid elevated gold prices, Titan logs 46% revenue growth in Q4; jewellery sales rise 52%Titan Co Ltd reported a strong 46 percent revenue growth in the March quarter of FY26. The jewellery division, a major contributor, saw sig...
FMCG watch: Kaustubh Pawaskar on what to expect from Trent, Marico, and Titan amid monsoon uncertaintyIndia's consumer market is recovering as the new fiscal year begins. However, investors are advised to be selective. Rising commodity price...
GST rate cut benefits begin reflecting in HUL Q3 numbers: Kaustubh PawaskarHindustan Unilever Ltd (HUL) reported quarterly revenues largely in line with expectations, while its margins surprised investors by exceed...
Time correction likely in Trent stock, long-term story intact: Kaustubh PawaskarTrent Ltd shares faced renewed pressure as its Q3 business update missed market expectations, raising concerns about slowing growth and inc...
Buy Titan, watch Trent: ICICI Direct's Kaustubh Pawaskar on what’s next for Tata retail stocksTata Group's retail performance shows a divergence, with Titan Company's jewellery segment exceeding expectations while Trent Ltd. experien...
Commodity prices key for future of Britannia, margin expansion focus, says Kaustubh Pawaskar, SharekhanBritannia's quarterly results were in line with expectations, showing higher-than-expected revenue. Margins remained strong, supported by s...
Kaustubh Pawaskar on 3 FMCG stocks to be bullish on for next 2 yearsWe should expect rural growth to improve from the current level. Large part of it will be seen in the second half of the year and that will...
Expect ITC to recover as uncertainty is over: Kaustubh PawaskarKaustubh Pawaskar, DVP Fundamental Research at Sharekhan, expects ITC margins to consistently improve. Non-cigarette FMCG business, hotel b...
In 2-3 years, can the paints business account for 15-20% of Grasim profit? Kaustubh Pawaskar answersKaustubh Pawaskar of Sharekhan says "Grasim Paints poses a threat to smaller players in the paint industry, while Asian Paints' market shar...
Medium to long term outlook for FMCG companies strong, margin expansion to continue: Kaustubh PawaskarKaustubh Pawaskar says: “We should expect some improvement in demand from Q1 of FY2025 since inflation has also reduced and companies are p...
Fundamental Radar: Defensive pick! This FMCG stock with a Mcap of nearly Rs 1 lakh cr could hit fresh record highs in 2023The FMCG stock is trading with a Mcap of over Rs 97000 cr as on 7 November. It hit a record high of Rs 620 on 8 November 2021. It is probab...
Kaustubh Pawaskar on stocks that will benefit from fall in palm oil and crude prices“The key beneficiary of decline in the palm oil prices are the soap manufacturers like HUL and Godrej Consumer Products. Also, companies li...
HUL Q1 profit jumps 11%, revenue climbs 19%Hindustan Unilever Ltd on Tuesday posted a higher net profit and revenue for the fiscal first quarter but warned that price hikes continued...
Asian Paints gets a crude shock, slips 12% in a weekCrude derivatives form 30-40% of raw material costs for large paint companies like Asian Paints. Also, the stock was trading at a relativel...
Expect double-digit revenue growth in FMCG pack; margins to be lower: Kaustubh Pawaskar“For Nestle we are expecting around a 50 bps decline in the operating margins and we are expecting a single digit growth in PAT. “
Why Kaustubh Pawaskar is bullish on 3 FMCG stocksBenign input prices helped HUL to pass on cost benefit to consumers.
ITC bottom line growth to be in line with top line growth of 10-11% for Q1: Kaustubh PawaskarThe overall cigarette business would grow by about 10%. Non-cigarette FMCG business would grow by about 8% to 9%.
H2 is expected to be much better because of demand improving: Kaustubh Pawaskar, SharekhanPrice cuts would help companies to see pickup in demand and recovery should be much faster than anticipated in H2
Stepping down of YC Deveshwar and guiding the next leader to work well for the firm: Kaustabh Pawaskar, Sharekhan"I think the business is on the growth prospects. Under his leadership the company has already taken a step to de-risk business model."
Expect to see some changes in tax slabs in Budget 2015: Kaustubh Pawaskar, Sharekhan"I am not expecting big reforms in Budget 2015. I would be looking at the budget more from the consumer-specific perspective."