Volume Growth

FMCG major Godrej Consumer Products had on December 6 said that it is expecting sales growth in the mid-single digits for the third quarter, adding that demand conditions in the economy have been 'subdued' for the past few months.

Seeing green shoots of pickup on volumes as inflation moderates: ITC CMD Sanjiv Puri

Over inflation, Puri said this is mainly on account of two factors - the bigger one is more of the external factors in the geopolitical environment and the second is on account of the issues of climate change.

NMDC: Is volume play set for more traction?

NMDC is one of the largest merchant iron ore miners, with proven reserves

Hindustan Unilever: Gradual recovery in the short term

Margin recovery under way, given the correction in raw material prices and volumes likely to recover gradually

Emami: Rural market revival holds the lever, margins may improve

Investors need to watch out for the recovery in rural markets given that Emami has higher salience there

JSW Steel is a play on volume growth

More than 6 million tonnes of incremental capacity is likely to be commissioned in the next one year

Colgate-Palmolive India: Performance continues to remain sub par

The strategy from the new CEO is likely to take a longer time, given that oral-care penetration has already reached 85-88 percent.

Budget 2023 expectations from consumption & retail: Cautiously optimistic, especially rural markets

The government is likely to prefer indirect transfer of income which creates a multiplier effect on the economy to boost consumption

Dabur India: Operating margin may run into stress points

Higher dependency on rural markets has impacted Dabur India performance. Any pick-up in activity will lead to higher growth rate

Godrej Consumer Products: Building growth blocks slowly and steadily

Broad-based recovery in home and personal care categories in domestic markets and Indonesia showing signs of recovery

Godrej Consumer Products: Volumes making a comeback, will margins follow?

Investment in category development, focus on brand-building and growing volumes in double digits are work in progress for this FMCG major

Britannia: Is it the right bite for investors?

Next engine of growth will be higher rural penetration and expansion in adjacent businesses such as bakery and dairy

Jindal Steel and Power meets estimates, keep valuations attractive

Investors need to watch out for steel demand in the domestic markets and volatility in raw material prices.

Consumer companies are caught between a rock and a hard place

Asian Paints’ margins disappointed but it had its reasons for not hiking prices. As unprecedented inflation is sending input costs soaring, whether to protect margins or volume growth is the difficult question

Nestle India: Double-digit sales growth continues amid margin pressure

Investment in capex by Nestle will lead to higher growth in the medium to long term

JSW Steel: EBITDA looks to have peaked for the near term, volume growth likely

JSW has maintained its production and sales volume guidance, despite the lower volumes in June 2021

Shyam Metalics and Energy: Higher free cash flow, volumes will support growth

SMEL has been following a very prudent capital allocation strategy and plans to stick with it

Ideas For Profit | IFGL Refractories: Is this proxy play on steel cycle worth investing?

IFGL is a proxy play for the increased production of steel, likely to be seen in FY22 and FY23. Investors can accumulate this stock and add on decline. We had also recommended IFGL back in April 2021. We expect revenue growth of 10 percent and 12 percent respectively for FY21 and FY22. IFGL is trading at a P/E multiple of 14x/11x FY22E and FY23E respectively.

Excess capacity no bother for port operators as tariffs and volumes improve

Profitability of port operators is projected to improve next fiscal year, helped by improvement in volumes and better operating leverage

Demonetisation: FMCG cos revise growth targets

FMCG players now peg slowdown in sales growth since November 8 at around 25-30 percent, report CNBC-TV18's Priya Sheth and Ritu Singh. Marico, for instance, says its revenue target of Rs 10,000 crore may not be achievable by 2020.

New capacity by H2FY18; growth potential good: SML Isuzu

Gopal Bansal, Wholetime Director, SML Isuzu told CNBC-TV18 the new capacity would come on stream only by second half of 2018. The additional capacity would help the company meet up with any increase in demand and reduce inventory.

Volumes likely to grow in double-digits for FY17: Havells India

Anil Rai Gupta, Chairman and Managing Director, Havells India, said all of the company's verticals, except cables, saw 20 percent growth in the quarter.

Kohinoor targets 30% volume growth in FY17

The company has a strong order book for FY17 which will propel margin expansion, Satnam Arora, Joint Managing Director of Kohinoor Foods, told CNBC-TV18.

Tata Motors Q4 net surges three-fold at Rs 5,177 cr

Commenting on the performance, the company said it had stronger operating performance in both standalone as well as Jaguar Land Rover business and lower net finance expenses.

See revenues growing 10% in FY17: Shreyas Shipping

VK Singh, CEO, Shreyas Shipping said volume growth for the first quarter of FY17 would also be similar to that of Q4 in FY16 at around 12 percent.